You can import customers from text files or Excel spreadsheets directly into QuickBooks Online using Excel Transactions software. 

Connect your QuickBooks Online to Excel Transactions App from QBO AppStore by clicking the "Get App Now" button

You can get the free trial of the product in the QBO AppStore. 


Basic Import Steps


Click on "Upload File" Menu and upload your file.

  1. Select your file and spreadsheet which has the customers that you want to import
  2. Select the QBO entity as Customers
  3. Set up the mapping of the columns in your customers import file to the corresponding fields in QuickBooks (Refer below Section)
  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 QuickBooks field in Step 3 of the import. Some key steps below:

  • You need to map your file headers to "Excel Transactions" 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 QBO 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 support@saasant.com.




Excel Transactions 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 organisation 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 organisation as printed on a check. If it not provided, this is populated from Display Name.
Customer Type100 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. Ex: 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. Ex: 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.



Possible Failures & Troubleshooting Tips


Image result for errorInvalid Enumeration for Preferred delivery method.

Please update the Preferred Delivery Method with following values:

Print, Email, None


Image result for errorThe name supplied already exists. Another customer, vendor or employee is already using this name. Please use a different name.

This customer is already available in QBO 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.


Image result for errorMulti Currency should be enabled to perform this operation.

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.


Image result for errorFor sub-customers, you must select the same currency as their parent.

Please update the currency field with parent customer's currency.