How You Can Import Customers Into QuickBooks Pro

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How To Import Customer Into QuickBooks Pro

You cannot start invoicing (and earning money) til you have contacts to invoice. You can include contacts one at a time, however if you simply come with an existing file filled with contact details, you’ll save a lot of time by importing your clients.

We’ve damaged the procedure lower into 7 simple steps.

Table of Contents

Import Your Clients

To import your clients, begin by visiting Customers>Customer Center>Excel>Import from Stand out.

Note: QuickBooks Pro recommends creating a backup company file before importing your clients.

Step One: Select Customers

You’ll automatically get to screen that asks if you are importing “Customers,” “Vendors,” or “Products I sell.”

How to Import Contacts into QuickBooks Pro

Click “Customers.”

Next automatically get to a screen that appears such as this:

How to Import Customer Into QuickBooks Pro

Note: In case your Stand out file has already been formatted like QuickBooks Pro’s Customer Import template, skip this task and click on the “Advanced Import” section around the right-hands side from the screen to complete your import.

If this sounds like the first import (or you haven’t disabled this message), you will see a popup box warning that you simply can’t undo imported information. Take it easy. Just click “yes” to carry on importing your contacts.

How to Import Contacts Into QuickBooks Pro

Step Two: Copy Your Customer Data

Next, it’s important to copy the information out of your existing Stand out file (ours is around the right) and paste it in to the QuickBooks Stand out template file (around the left).

How to Import Customers Into QuickBooks Pro

Should you hover more than a cell, QuickBooks Pro provides you with instructions on which kind of information ought to be incorporated there. You’ll also find a good example of how you can format each cell over the column headings.

How to Import Customers Into QuickBooks Pro

It can save you the next customer information in QuickBooks:

  • Business Name
  • Mr./Mrs.
  • Name
  • M.I.
  • Surname
  • Display As
  • Street 1
  • Street 2
  • City
  • Condition
  • Zip
  • Phone
  • Fax
  • Alternative Phone
  • E-mail
  • Account Number

Step Three: Resolve Any Issues

Before you decide to complete the import process, make certain there aren’t any errors inside your file. If there’s a problem, QuickBooks Pro will place a message within the error box on top left-hands side from the file along with a red warning triangular on the problematic cell.

How To Import Customers Into QuickBooks Pro

Even when there’s a mistake, QuickBooks will explain what’s wrong and the way to repair it.

Step Four: Click “Add my Data Now”

Once all your information is joined properly, click on the “Add My Data Now” Button.

How to Import Customers Into QuickBooks Pro

Step Five: Save Changes

Because we haven’t saved the alterations we designed to our QuickBooks Stand out template, we’ll have to save them now. Click “Save & Add My Data Now.” (Should you click “I’ll Add My Data Later” you’ll lose how well you’re progressing.)

How To Import Customers Into QuickBooks Pro

You will need in order to save the file on your pc.

Step Six: Choose the Appropriate File

Once you save the document, the saved document should instantly come in this area below. Otherwise, click “Browse” and choose the right file.

How to Import Customers Into QuickBooks Pro

Step 7: Import Your File

Click on the blue “Add My Data Now” button at the base from the screen.

How to Import Customers Into QuickBooks Pro

You should then automatically get to a screen that appears such as this:

import-customers

Now your contacts happen to be effectively imported! You will see your customer list or return to the client Center to determine the proof on your own.

For those who have any troubleshooting issues, take a look at the QuickBooks Community or call QuickBooks directly. For those who have any more questions, leave a remark below and we’ll do our very best that will help you.

Keep watching our QuickBooks Pro 101 series to learn to import your vendors and products next.

Chelsea Krause

Chelsea Krause is really a author, enthusiastic readers, and investigator. Additionally to loving writing, she grew to become thinking about accounting software due to her constant need to learn something totally new and know how things work. When she’s no longer working or daydreaming about her newest story, she are available consuming obscene levels of coffee, studying anything compiled by C.S. Lewis or Ray Bradbury, kayaking and hiking, or watching The X-Files together with her husband.

Chelsea Krause

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