How to import customer list in QuickBooks

How to import customer list in QuickBooks

Importing of customers list from excel to QuickBooks accounting software depends upon the QuickBooks version you have implemented to your business. The process varies for QuickBooks Online and QuickBooks Desktop. With keeping this thing in mind lets find “How to import customer list in quickbooks”.

  • If you are using QuickBooks Online version: Go to Settings -> Tools -> Import Data and then Choose Customers.
  • If you are using QuickBooks Desktop version: Go to File menu -> Utilities -> Import lists from excel.

No matter what is the above versions you are using, you need to be ensure that your excel sheet is formatted correctly and the mapping is set up to import the correct information into the desired fields.

How to import customer list in quickbooks..?

Importing customer lists in QuickBooks from Excel, Outlook and Gmail

Quickbooks tech support number

Importing Customer Lists from MS Excel to QuickBooks

Ensure your columns on row 1 of the Excel spreadsheet have these headers and make sure that there are no blank cells or other headers at the top of the spreadsheet. Fill in your spreadsheet with the contact’s information and leave the column blank if you do not have any information. The import maps to the Billing address in QBO then save the Excel spreadsheet as an .xls or an .xlsx file and take note of its location. Once you are done with all the things you can sign in to your QuickBooks Online Company and complete the import of customer lists:

  • Go to Gear Icon -> Import Data
  • Choose whether to import customers or vendors/suppliers
  • Go through the checklist carefully before import
  • Click Choose File
  • Select the Excel file -> click Open -> then continue
  • If you lose any important data, you can view see a warning icon & if your data is ok, you will view a check mark. Click Continue.
  • Adjust your data and then click Import [number] Records if required

Importing Customer Lists from MS Outlook to QuickBooks

First you need to create an export file. Then ensure that your columns on row 1 of the excel spreadsheet have the list of predefined headers (e.g. Full name, company, email, phone, mobile, fax etc.). Then fill your spreadsheet with the contact information and save the excel sheet as an .xls or an .xlsx file and take note of its location. Once you complete all the steps sign in to your QuickBooks Online company and complete the import:

  • Select the Gear Icon > Import Data.
  • Choose whether to import customers or vendors/suppliers.
  • Click Choose File.
  • Find and select the Excel file, click Open, then Continue.
  • If you’re missing any critical data, you’ll see a warning icon; if your data is ok, you’ll see a check mark. Click Continue.
  • If needed, adjust your data and then click Import [number] Records.

Importing Customer Lists from Gmail to QuickBooks

Contact or customer lists from Gmail can be imported only as customers not as vendors or suppliers.


Related Articles:


To import customer contacts from Gmail:

  • Log in to your Gmail account
  • Click Gmail at the top-left -> Choose Contacts.
  • From the More actions drop-down menu -> Select Export.
  • Choose whether to export all contacts or only one group.
  • Select the Outlook CSV format
  • Click Export
  • Choose Save to Disk -> Click OK
  • Select a location to save your file -> click OK

You need to check that your columns on row 1 of the Excel spreadsheet have headers (like: full name, company, email, phone, mobile, website, street, state etc.) then fill your spreadsheet with the required info. Save the Excel spreadsheet as an .xls or an .xlsx file and check the location as well. Once done sign in to QuickBooks Online company and follow the import process:

  • Select the Gear Icon -> Import Data
  • Choose whether to import customers or vendors/suppliers
  • Click Choose File
  • Select the Excel file -> click Open -> then continue
  • If you miss any important data, you will view a warning icon. If your data is ok, you will notice a check mark. Click Continue.
  • Adjust your data and then click Import [number] Records if needed.

Hope everything is clear by now. If you are still in doubt and are facing issues related to the problem then you can always dial our Quickbooks pro support number for US and Canada at 1800-940-7442.


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