How to Import Customers List into QuickBooks Desktop

QuickBooks introduces to fulfill all wishes of a small and medium-sized business. QuickBooks users usually face many issues while importing […]

QuickBooks introduces to fulfill all wishes of a small and medium-sized business. QuickBooks users usually face many issues while importing customers’ lists into the QuickBooks Desktop. Here, you get how to complete the function including all required information.

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Learn How to Import Customers List into QuickBooks Desktop

Address Information:

Import Customers List into QuickBooks Desktop 1

Payment Settings

Import Customers List into QuickBooks Desktop 2

Sales Tax Settings

Import Customers List into QuickBooks Desktop 3

Additional Info

Import Customers List into QuickBooks Desktop 4

Job Info

Import Customers List into QuickBooks Desktop 5

Follow some basic steps:

Step 1: To start with this process, you have to go with the File Selection functioning process with these following steps

  • Firstly, you have to click on the “QuickBooks Transaction Type” as “Customer List
  • Enter your click on the “Select your file” from the drop-down preferences.
  • While processing the above step, you can either choose the “Browse file” or choose the file from the folder of the local system
  • Then, go towards forward and click on the “Sample Templates” to track the sample file in local

Step 2: To Navigate the Location, Make Sure you do Mapping

  • Need to set up the new settings for mapping of the selected File columns
  • After the complete setup, you get automated access to download the “Sample Template” file

Step 3: The Final Step is to Review and Import a Selected Customer List

  • After following the above steps, you have to verify that all data correct or not in the “Review Grid Screen“. If it is OK then click on “Send to QuickBooks
  • After that, your selected customer list has been imported into QuickBooks

Import Settings

In import settings, your huge group of ground-breaking customization for your customer list file which is accessible with Import Settings. You get access to a portion of the valuable settings for records incorporate:

  • You have to find a matched list: In this activity, if a current rundown substance is found with the given name then the comparing move to be made. You can decide to Show update the existing customer list in your QuickBooks.
  • Make sure about pre-Import validation: Validate the total record before bringing in to QuickBooks. By turning this setting ON, record lines will be imported simply in the wake of cleaning up all the issues in the document. This alternative anyway will postpone the import.

With the above information, you can easily import the customer list into QuickBooks Desktop. Here, you can read more blogs that help to resolve all import issues in QuickBooks. You can drop your suggestions and comments in the below comment box.

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