#Upload excel file to quickbooks online how to

Modify the information, if necessary, and select Import.ĭid you know? QuickBooks has developed next-day payment features for ACH payments through its platform, so you can get paid much more quickly after invoicing.If the data is complete, you'll see a checkmark. If any data is missing, you'll see a warning sign.Navigate to your Excel spreadsheet and click Open.In the Select a CSV or Excel file to upload box, click Browse.Next, sign in to your QuickBooks Online account and follow these steps:

The data you import maps to the invoicing details in QuickBooks. Save the file as an XLS or XLSX, and keep track of its location. Leave columns blank when you don't have data available. If you're creating a new spreadsheet, populate it with contact information. Make sure the columns in the first row of the spreadsheet have headers corresponding to customer data, such as Name, Email and Mobile Number. Open an existing Excel spreadsheet or create a new one, then follow these steps: Make sure your Excel customer spreadsheet is correctly formatted and mapped so you're importing the correct data into the right fields. Importing Excel customer lists into QuickBooks Online

#Upload excel file to quickbooks online how to

We'll explain how to import your customer lists into QuickBooks Online from common sources like Excel, Gmail and Outlook.Įditor's note: Looking for the right accounting software for your business? Fill out the below questionnaire to have our vendor partners contact you about your needs. You're able to move existing inventory, supplier and customer lists – as well as account charts – from other applications, so you don't have to enter data by hand.

If you're using the QuickBooks Online cloud-based accounting solution, which is accessible via web browser, it's fast and easy to import data. How to import customer lists in QuickBooks Online

Don't use any quotation marks, colons or other unacceptable symbols in the Name field.

Ensure the spreadsheet doesn't have any errors, such as #VALUE, #N/A, #REF!, or #NAME?.

Be sure the spreadsheet has no formulas, blank rows or charts.

Put contacts on the spreadsheet's Sheet1.

Here are some other formatting requirements when you're importing lists from an Excel or Google spreadsheet:

A unique name is required for all data.

The QuickBooks import process supports only one email address. Change sub-accounts to parent accounts before importing them, then change them back after the import is complete. Delete the mistakenly imported customers before you re-import the file, or you'll end up with duplicates. If the file is imported incorrectly, and you have to re-import it, the file won't overwrite your customer list. To import larger files, you'll need to split up the data and perform multiple imports. For Excel and Outlook, the import file size limit is 1,000 rows or 2MB. Size limits and formatting requirementsīefore you import customer files to QuickBooks, you should first understand formatting requirements and file size limits to ensure seamless data imports. Read our QuickBooks Payroll review and QuickBooks Time review for more information. Here's a guide to exporting customer lists from Excel, Gmail, and Outlook and importing them into whatever version of QuickBooks you're using, including QuickBooks Online or QuickBooks Pro.ĭid you know? QuickBooks also has powerful payroll and time and attendance tools for small businesses. While you can add contacts to QuickBooks manually, you'll save time and effort by importing customer data in bulk. If your accountant or bookkeeper uses QuickBooks to handle your company finances, it makes sense to store your accounting data and customer information in QuickBooks so that sending invoices is seamless.

This article is for small business owners or bookkeepers getting started with QuickBooks.

Adhere to size limits and formatting requirements to ensure seamless imports.

Export your lists in CSV format from Excel, Gmail, Outlook and other popular programs.

QuickBooks has a simple process to import customers from other programs in bulk.