How to Import Customers into QuickBooks Online From Excel/CSV?

by James Antonio

When running any organization, it does not matter whether it is small or big; you need the customer details. Hence while using QuickBooks for bookkeeping and accounts, customer data is an essential requirement. QuickBooks, like other trending software, permits the ease of importing and exporting data. It provides improved features like integration and import. We will discuss how to import customers into QuickBooks from Excel/CSV in the below blog. Read the complete blog to know the whole procedure of importing customer or vendor contact lists from Excel.

When do you need to Importing customer data?

Manually data entry related to each customer instantly might be very frustrating and time-consuming. Therefore, you need to make an intelligent decision to use the import feature to reduce delay and enhance accuracy. Importing option is mainly used in QuickBooks when there is a frequent need to analyze reports or when running sale tax. Each time manual uploading of the customer data might be complex, so in this scenario import, or export feature is beneficial.

Things you need to Consider Before you Import Contacts from Excel:

  • Check the size of the file; it should be up to 2MB or 1000 rows
  • For a larger-sized list, you need to split the list into small parts and perform multiple imports
  • Make sure you are not trying to import sub-accounts because QuickBooks online does not support sub-accounts. If there are sub-accounts, then it is suggested to change them into the parent accounts before importing. Once import complete, you can easily change them back into sub-accounts.
  • If mistakenly the wrong file is imported, or import is done incorrectly or requires re-importing, the customer data won’t be overwritten. It in turns creates duplicate entries. Therefore you need to delete the duplicate entries or edit them individually.
  • Make sure the name field entries are unique
  • You can add only a single email address while importing. However, you can add others later after import
  • check the spreadsheet format as below:
    • It should not contain any blank row, charts, or formulas
    • It should contain contacts
    • Check the first row should contain headers
    • Verify the spreadsheet does not contain any errors
    • Check the entries should not have any quotation marks or colons

How to Import Customers into QuickBooks from Excel/CSV?

You can directly import customer lists or file them into QuickBooks; here are the steps:

Step 1: Prepare an Excel Spreadsheet for Import

To format the spreadsheet correctly is important and the initial phase to import into QuickBooks. Verify the field restrictions and descriptions while preparing a sheet. Follow the below instructions:

  • Firstly make a new spreadsheet in Excel.
  • Ensure that you are accessing sheet1 of the spreadsheet and check the first row. It should be filled with a column key in capital letters. Check there should be no blank field
  • The import maps the address of the excel sheet to the QuickBooks online
  • Save the spreadsheet with the correct format, such as XLS or an XLSX file.
  • In case you are accessing the Google Sheets, then the spreadsheet gets automatically saved.
  • Review the entered information and ensure that everything looks perfect.

Start Importing Customer Data:

Once you are confirmed with the correct spreadsheet, you are now ready to import customer data into QuickBooks Online. Here are the steps:

  • The initially sign in to the QuickBooks online
  • Click on the Settings option, then choose Import Data
  • Hit Customers
  • Now click on the Browse button to start uploading the file from the system
  • Select the file and then click Open
  • If you need to upload from the Google sheets, then click on Connect button to sign in to the Google account.
  • Hit on the file and then choose the Select option
  • Choose Next
  • Discover the column which says field, click on the small icon
  • Start matching the field corresponding to the field in the QuickBooks online
  • In case there is no matching column in the spreadsheet, click No Match
  • After this, confirm the contacts and then unselect if there is an irrelevant field you don’t want to save
  • Once you are done with these steps, click on the Import button

Hopefully, the above information is helpful to you to proceed confidently to import customers’ data to QuickBooks Online. Save more time with the use of the tool! Using intelligent techniques is a great savior. There are several importer tools available with many perks. For instance, the Dancing Numbers Tool is a productive tool that assists you in importing data in Batch and many other benefits. Stay updated with the platform to know more tips and tricks to import, export, and delete processes.


Can I Import Customer’s Data in Batch?

Absolutely, you can use the importer tool if you need to import data in bulk and save your precious time for other tasks.

Is the Importer Tool is Compatible with all Versions of QuickBooks?

Yes, Dancing Numbers importer is compatible with all QuickBooks versions, including QuickBooks Online, QuickBooks desktop, or Enterprise.

How can I Prevent Importing Errors in QuickBooks online?

Make sure you are formatting the spreadsheet accurately and following the required protocols and restrictions.

What are the options available to Import Customer Data into QuickBooks online?

Excel or using importer tool

Where can you Import Data into QuickBooks online?

You need to locate the import data menu in QuickBooks to import data.

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

img

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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