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

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

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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

Devices Supported

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Deployment

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Language Support

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Pricing Model

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Customer Types

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  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

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Pricing includes coverage for users
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Accountant Basic

*See our Pricing for up to 10 Company Files.

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Pricing includes coverage for users
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  • Unlimited Users
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  • 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:
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  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

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Pricing includes coverage for users
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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?

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.

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