Import Payees Payees used in QuickBooks or Quicken can be imported easily through the Import Payees function. Your file must include the company name, account number, first name and last name. • Always verify your payee data after you export and after you import to ensure accuracy. • Company name is a required field for importing. Any record missing this data will not be imported. However, after your file import is completed, we will show you a list of all records and ask you to verify each.
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Use the “Payees” drop-down to select “Import Payees.” 1. Click the .CSV file button.