How to import Customer or Vendor contacts from Gmail to QuickBooks?

by James Antonio

The QuickBooks users can import customer or vendor contacts from Gmail to QuickBooks and this blog helps you by disclosing the simple steps to import at ease. Also, there are certain things you need to know before you import contacts from Gmail.

import Customer or Vendor contacts from Gmail to QuickBooks

Important Point need to Know Before Import

  • When the file is wrongly imported and it has to be re-imported, it won’t delete the customer or vendor list. In order to avoid such duplicate entries; you can remove or update individually before re-importing the imported customers or vendors.
  • The limit for file size is either 2 MB or 1000 rows. When you need to import a bigger list than that, you’ll have to break it into different imports.
  • The field Name entries have to be special. A vendor, customer, or employee may not be given the same name as each other.
  • Cannot import sub-accounts. Turn sub-accounts into parent accounts before importing, and then delete them after import.
  • The import only supports one email address, although you can later add others.
  • When importing Excel contacts (including Excel files exported from Outlook and other tools) ensure:
    • The headers on the column are in the first row.
    • The spreadsheet doesn’t contain any errors such as #NAME?, #REF!, #VALUE!, or #N/A.
    • Contacts are in spreadsheet Sheet1.
    • Names should not contain any symbol such as quotation marks (“) or colons (:).
    • The spreadsheet has no formulae, maps, or blank sides.

Import Customer or Vendor Contacts from Gmail to QuickBooks with Two Options

Make sure that the contacts from Gmail can only be imported as customers not, as vendors/ suppliers.

Option 1: Link Gmail Contacts

With the assistance of this alternative, your contacts match up to QuickBooks yet it doesn’t for all time add them to the rundown. Take after option 2 rather, if you need to for all time include the contact list,

  • Initially, click on the Plus (+) icon at the top
  • Next, click on the “Add New
  • And then using the drop-down menu, you have to select the customer option
  • Choose the option named “Connect your Gmail account” at the bottom
  • At last, hit the “Allow” option.

Disconnect Gmail

If you’ve ever actually added a Gmail contact to QuickBooks, then those customers will remain. Anything you didn’t personally add will be deleted from QuickBooks and won’t be available anymore. At any time, you can connect to Gmail again.

If you want you can easily disconnect Gmail contact by going to Customer option and then make a click on the “Gmail Contacts and then you have to select the paperclip icon.

Option 2: Export Contacts from Gmail then import to QuickBooks

In this particular option, you have to perform three steps to import Customer or Vendor contacts from Gmail to QuickBooks. The steps involved:

Step 1: Create the Export file

  • The very first, sign in to the Gmail
  • Next, go to the Gmail page at the top-left corner and then select the Gmail option
  • After that choose the “Contacts” option
  • Using the drop-down menu select “Export” from the “More actions
  • Now, you have to select whether you want to export all contacts or only one file/group.
  • Choose the format to export as “Outlook CSV” and then hit the “Export” option
  • Hit the “Ok” button before that select the “Save to Disk” option
  • Now, choose a location to save your file
  • And finally, press the “Ok” button.

Step 2: Open and review .CSV file

Make sure that the columns in row 1 of the Excel spreadsheet have these headers in your spreadsheet with the contact information filled in. Make a note that in QuickBooks, the import maps to the billing address. Save the spreadsheet as a.xls or a.xlsx file and make a note of its location.

Step 3: Sign in to QuickBooks Company and Complete the Import

  • Firstly, go to Gear icon and then select “Import Data
  • After that, choose customers or vendors from the list which you wish to import
  • Now, hit the “Browse” button
  • Next, locate and select the Excel file
  • Make a click on the Open button to continue
  • And then click on the “Next” button
  • Again hit the Next button after mapping your data
  • If required, adjust your data
  • And finally, hit the “import” option.

So, by following the above-mentioned steps carefully, you can easily import Customer or Vendor contacts from Gmail to QuickBooks.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

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Customization

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Supported Entities/Lists

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

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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.

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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?

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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.

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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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