You can import Customers from Excel spreadsheets or text files directly into QuickBooks Online using the SaasAnt Transactions (Online) application.
Pre Requisites:
Connect your QuickBooks Online to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button. You can get a free trial of the product in the QuickBooks AppStore.
Steps to Import Customers into QuickBooks Online
To import Customers into QuickBooks Online using the SaasAnt Transactions (Online) application, follow the steps below
Click on the "Upload File" Menu and upload your file.
Step 1: Select your file and spreadsheet which has the customers that you want to import.
Step 2: Select the QuickBooks entity as a Customer.
Step 3: Set up the mapping of the columns in your customers import file to the corresponding fields in QuickBooks (Refer below Section).
Step 4: Click Import and your customers will be directly added to your QuickBooks company.
The important step in the import is to map your file headers to the QuickBooks field in Step 3 of the import. Some key steps below:
- You need to map your file headers to "SaasAnt Transactions (Online)" fields. This mapping will enable us to import your transactions properly in to QuickBooks company.
- In the mapping screen, we have the "Preview Mapping" button which can help you to visualize your current mappings as per the QuickBooks screen with your file headers.
- Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to drop an email to [email protected].
How to Import Customer List into QuickBooks Online (New User Interface 2.0)
1) Login into SaasAnt Transaction Online
2) Select the New Import Tab.
3) Select Transaction, List, or Attachment to upload your file into QuickBooks.
4) Select the QuickBooks entity as "Customers".
5) Select the files you want to upload.
6) Set up the Mapping of the columns in your Customers.
7) Select the "Preview Mapping" button to visualize current mapping based on QuickBooks.
8) Select the "Save and Continue" button to view the mapped Excel data according to the QuickBooks fileheaders.
9) Select the Upload tab
10) The data was imported successfully into Quickbooks.
Let’s have a look at the SaasAnt Transactions Online Fields.
SaasAnt Transactions (Online) Fields
| Field Name | Format | Description |
|---|---|---|
| Title | Characters | Title of the Customer. |
| Company | 50 Characters | The name of the company associated with the Customer or organization. |
| First Name | 25 Characters | Given name or first name of the Customer. |
| Middle Name | 25 Characters | Middle name of the Customer. |
| Last Name | 25 Characters | Family name or the last name of the Customer. |
| Suffix | 10 Characters | Suffix of the name. |
| Display Name As | 100 Characters | The name of the Customer or organization as displayed in QuickBooks Online. This must be unique across all other customers, employees, vendors, and other names. |
| Print On Check As | 100 Characters | Name of the Customer or organization as printed on a check. If it not provided, this is populated from Display Name. |
| Customer Type | 100 Characters | Type of the customer Ex: Premium, Basic |
| Billing Address Line 1 | 500 Characters | First line of the Billing Address. |
| Billing Address Line 2 | 500 Characters | Second line of the Billing Address. |
| Billing Address Line 3 | 500 Characters | Third line of the Billing Address. |
| Billing Address City | 255 Characters | City Name. |
| Billing Address Postal Code | 31 Characters | Postal code (Zip code for USA and Canada). |
| Billing Address Country | 255 Characters | Name of the country. |
| Billing Address State | 255 Characters | Region within a country. E.g. State Name for USA, Province name for Canada. |
| Shipping Address Line 1 | 500 Characters | First line of the Shipping Address. |
| Shipping Address Line 2 | 500 Characters | Second line of the Shipping Address. |
| Shipping Address Line 3 | 500 Characters | Third line of the Shipping Address. |
| Shipping Address City | 255 Characters | City Name for Shipping Address. |
| Shipping Address Postal Code | 31 Characters | Postal code (Zip code for USA and Canada) for Shipping Address. |
| Shipping Address Country | 255 Characters | Name of the country for Shipping Address. |
| Shipping Address State | 255 Characters | Region within a country. E.g. State Name for USA, Province name for Canada. |
| Phone | 21 Characters | The telephone number in free form. |
| Mobile | 21 Characters | The Mobile number in free form. |
| Fax | 21 Characters | The fax machine number in free form. |
| Other | 21 Characters | Other contact information. |
| Website | 1000 Characters | Web Site URL. |
| Email | 100 Characters | Email address. |
| Terms | Characters | Reference to a term associated with the Customer. |
| Preferred Payment Method | Characters | Preferred delivery method. |
| Tax Resale No | 15 Characters | Resale number of the customer. |
| Tax Code | Characters | Default tax code of the customer. |
| Preferred Delivery Method | Characters | Preferred delivery method. |
| Bill With Parent | Boolean | If TRUE, this Customer is billed with its parent. If FALSE or NULL, the customer is not billed with its parent. |
| Parent Customer Name | Characters | The immediate parent of the Customer. |
| Balance | Decimal | The open balance amount or the amount unpaid by the customer. |
| Open Balance Date | Date | Date of the Open Balance. |
| Notes | 2000 Characters | Free form text describing the Customer. |
| This customer is taxable | Boolean | If TRUE, transactions for this Customer are taxable. |
| Currency Code | Characters | Currency Code for customer transactions. |
FAQ's
Most of us would have some questions while moving data to your QuickBooks Online. Some of them for your reference below:
- I made some mistakes in the mapping. Your application imported wrongly. So my QuickBooks file got corrupted. Is there any way to undo or revert?
Sometimes it happens due to the wrong mapping. It is possible to inactive the entire customers which went wrong. Our DELETE feature is the rescue. More Info...
- I want to get an email for each upload. Is it possible?
Yes. It is. You need to enable couple of settings while importing. More Info...
- Does your app support taxes?
Yes. It does. Tax model.
- My file has some specific date format. I don't want to change the file. Will your product support all date formats?
Yes. You can select the specific date format as per your requirement. More Info...
- Do you have any sample templates?
Yes. We do have. Sample template for Imports.
- What are the file types supported by your application?
txt, csv, xls, xlsx files
- How do I report the issues if I stuck?
Feel free to drop an email to [email protected]
Possible Failures & Troubleshooting Tips
Please update the Preferred Delivery Method with following values: Print, Email, None
This customer is already available in QuickBooks with given "Display Name". If you want to continue with same customer, please change the "Display Name".
This error may appear if you have tried to upload parent customer & sub-customer in same file. Please continue the upload with the error, Sub-customers will be created automatically.
If you try to create a customer with the currency other than your home currency,you will get this error. Please enable Multi Currency Support in your QuickBooks Online Company.
Please update the currency field with parent customer's currency.
Please find the Customers List template attached here for your reference: