Importing of customers list from excel to QuickBooks accounting software depends upon the QuickBooks version you have implemented for your business. The process varies for QuickBooks Online and QuickBooks Desktop. Keeping this thing in mind let’s find “How to import customer list in QuickBooks“.
No matter what is the above versions you are using, you need to 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 Desktop
Importing customer lists in QuickBooks from Excel, Outlook, and Gmail…
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.
- 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 Gmail to QuickBooks Desktop
Contact or customer lists from Gmail can be imported only as customers, not as vendors or suppliers. 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
Steps to Import Customers List in a New QuickBooks Company
- Choose the settings tab located on the top panel.
- From the drop-down menu appears to click on the import data button.
- Now choose customers and click on the files tab.
- This will open up a window for you to choose the excel file you downloaded. Navigate to the location where you have saved your customer’s data.
- Click open the file and hit continue and your file will be imported to your new company.
How to Import Customer List in QuickBooks Online
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 Settings -> Tools -> Import Data
- Then Choose Customers.
Importing Customer Lists from MS Outlook to QuickBooks Online
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 checkmark. Click Continue.
- If needed, adjust your data and then click Import [number] Records.
How to Import Customer Lists from MS Excel to QuickBooks Online
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 import and export customer lists in QuickBooks, then you can always dial our QuickBooks Consultant for US and Canada.
