Import Customer or Vendor contacts from Outlook to QuickBooks

by James Antonio

QuickBooks knows how to make their clients happy with new approaches and integrated applications. Rather than this, you can find all solutions to accomplish your aim to get succeed in your business accountancy management. QB users want to expand business or to share information on the entire business network. To complete this mission, they need to import and export information, vendor contacts, customer details, and many more things. In this blog, you get complete knowledge about that “How to import customer or vendor contacts from outlook” along with all possible ways.

Import Customer or Vendor contacts from Outlook to QuickBooks

Important things you need to know before proceeding forward

  • The file you want to want to import, it has to be 2 MB or 1000 rows size limitations. In any case, if it is necessary to import a list which carries size more than limitation, you’ll have to separate it into different imports.
  • You need to know that Subaccounts can’t be imported. You have to change subaccounts into parent accounts before you import, at that point change them back after the import.
  • In any case, if you imported the wrong file and it should be re-imported, your vendor or customer list won’t be overwritten. To avoid all duplicate issues such as duplicate entries, deleted imported vendors or customers before re-import any file or editing any individual issue.
  • Make sure that filled entries in the name section having a unique identity. A customer, vendor, or employee can’t have a similar name to each other.
  • The import just backings one email address, however, you can include others later.
  • When bringing in contacts from Excel ensure that:
    • Columns heads must be in the primary line.
    • Must be sure that all selected contacts are on Sheet 1 of the spreadsheet.
    • The spreadsheet doesn’t contain any bank rows, formula, charts, or any mistakes, such as #ref! #name? #n/an or #value!
    • Make sure that given names don’t include colons (:) or quotes (“).

To Export Customer or Vendor contacts from Outlook, follow below instructions

  1. First of all, you have to choose the File.
  2. Then, hit your click on the “Import/Export” and open it.
  3. After that, go to the Import and Export wizard, then choose the Export option to a selected file and pick Comma Separated Values for the sort.
  4. Proceed forward and choose the organizer you keep your client contact data in.
  5. Follow on-screen guidelines to save the record of the selected export file.
  6. To track this file quickly, make sure you make of note the location where the file is saved.

To Import the Contacts to QuickBooks

  1. In the QuickBooks, click on the Customers menu.
  2. Then select the Invoices from the drop-down menu.
  3. After that in the Tools option click on the Import data option.
  4. You get the list from where you have to select the customers or vendors option which you want to import.
  5. Then click on the Browse.
  6. Here you can search for the excel file that you exported from the Outlook.
  7. Then click on the Open button and then on the Next button.
  8. Now click on the Next button after mapping the data in it.
  9. In the end, click on the Import button to complete it.

The above blog tells you about all necessary and important information about the “Import customer or vendor contacts into QuickBooks” In our site; you find all related blogs that help you to find out better outcomes with QuickBooks.

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

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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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