How to Import a Customer List into QuickBooks Pro?

by James Antonio

In this article, you get to know how you can do the import process into your QuickBooks Pro account. Get started with the import steps and import a customer list into QuickBooks Pro. There is the process to import the customer list in the QuickBooks using Excel spreadsheet. You have to do it manually using the solution steps. You can import many things but here you get to know about the import of customer’s list only.

Here are some reasons for why you have to import the Customer list into your QuickBooks Pro Online account. The reasons are:-

  1. When transferring from older to the newer version of QuickBooks
  2. Migrating data from QuickBooks Desktop to QuickBooks Online
  3. You have data of Customer list that you want to add in your QuickBooks account
  4. Many other reasons.

What are the Steps to Import a Customer List into QuickBooks Pro?

The QuickBooks software opens the file in the formatted form. The format is an Excel spreadsheet in which you can easily add your information you want to. The steps to import the file are as follows:-

  1. Open your QuickBooks Pro software
  2. Then go to the File menu
  3. Further, select the option Utilities
  4. More further, click on the Import
  5. In Import, click on Excel Files
  6. When you get the window opens up for Edit or Add multiple List entries
  7. Then click on the No button
  8. For importing files, the Wizard opens up so follow the steps:-
    • First of all, choose the type of data you want to import
    • The QuickBooks open the file that is formatted already
    • Then enter your information that you want to do
    • After entering information, click on Save to save the file
    • When saved, close the file
    • You also get the option named Add My Data Now
    • Review all the results and do view the Data in your QuickBooks
    • Click on the Close after doing the above steps.

For importing any additional customer, you can use this option and you can go back to the window to add customers from an Excel file to QuickBooks.

To Import Chart of Accounts into QuickBooks Pro

Now, you also have to import the Chart of Accounts into your QuickBooks Pro. So the steps are mentioned below:-

  1. Firstly, create the backup before doing the import of Chart of Accounts
    • Initially, open the QuickBooks pro account
    • Click on the File menu option
    • Then further, select the Switch to Single-User Mode
    • Again, click on File menu
    • Select the Backup Company option
    • Click on Create Local Backup
    • A new window opens up, in this, click on Local Backup
    • Click on the Next button to continue
    • Select the option Browse to get the location for your backup file where you want to save it into your computer
    • You can also select the number of backup you want to make
    • After this, when you are ready to backup the file
    • Click on the OK button
    • Click on Save it now button and then click on Next
    • When backup is completed then you get a message of confirmation on your screen
    • After that, you are done with the backup.
  2. Import Chart of Accounts
    • Open QuickBooks
    • Then click on the Lists menu option
    • From drop-down menu, select the Chart of Accounts
    • In Chart of Account, click on the Account field
    • Then select the option Import from Excel to import the file
    • Browse and select the Excel file that you want to open for import
    • Select the file then click on the Open button
    • Now, the Excel sheet is on in which you want to import the data
    • After this, Map the accounts
      • You have to type in mapping name
      • Then select the account as Import Type
      • In QuickBooks Excel Sheet, click the option Match all the information
      • After matching, click on the Save button.
    • Click on the import button if you’re doing it first time
    • Then click on the Yes button in the confirmation window that opens up on your Screen.

All the information is correct and verified by the expert team who is here to help you. So you can process the steps to import a customer list into QuickBooks Pro account. The process is easy and the simplest way to do this process.


Why to Map Accounts to Import Customer Lists into QuickBooks Pro?

By mapping the accounts it tells QuickBooks how to import the data from the Excel spreadsheet to QuickBooks. The headings of the column in the QuickBooks are different from the Excel sheet. You also have to match them correctly.

What if there is any issue while Importing the Customer List and I lost the Data already in my QuickBooks account?

In this case, you have to restore the backup that you have taken before starting the process to import the customer list into your QuickBooks Online account. Do restore the data properly and again try to import the customer list properly.

How to add additional Customers if there are any missing customers in the Import Customer List to QuickBooks?

In this case, you can easily go back to the window import customer list and add the customers from Excel to QuickBooks account. So you can do this every time whenever you want to add any additional customers.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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