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”.
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.
Importing customer lists in QuickBooks from Excel, Outlook and Gmail
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:
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:
Contact or customer lists from Gmail can be imported only as customers not as vendors or suppliers.
To import customer contacts from Gmail:
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:
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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