Which contact fields are imported from Excel?

There are several things to think about when importing from Excel:

• Confirm your files contain data.
• To import multiple pages, save each page as a separate file.
• Make sure the information you want to import appears on the first page of your workbook.
• Make sure your spreadsheet has a header row. QuickBooks Online uses the first line for mapping purposes and does not import it.

The first, middle, and last name must appear in a single column or field before importing.

Restrictions:

• At least one of the name fields in the originating file must contain a name.
• A name cannot exceed 100 characters.
• A name cannot include a tab, newline, colon (:), or quotation mark (").
• Names must be unique between your contact lists - Employee, Customer, and Supplier.

Restrictions: Limit of 50 characters.

Restrictions:

• Cannot contain spaces, and must contain an at sign (@) and a period.
  Example: your_name@business.com.
• Limit of 100 characters.

Restrictions:

• Phone: No formatting restrictions; limit of 21 characters.
• Mobile: No formatting restrictions; limit of 21 characters.
• Fax: No formatting restrictions; limit of 21 characters.

Restrictions:

• Must be in a valid URL format.
  Example: https://www.website.com.
• Limit of 1000 characters.

Restrictions:

• Street: Limit of 2000 characters.
• City: Limit of 255 characters.

Restrictions
State/Province/Region: Limit of 255 characters.

Restrictions: Limit of 30 characters.

If left blank, defaults to your home country.

Restrictions: Limit of 255 characters.

(Optional) Balance of the account as of the Opening Balance Date, in the account's currency.

Restrictions: None.

The date the opening balance should be valid.

Restrictions: None.

The account number of the customer or supplier account. This allows you to group customers or suppliers into a single account or assign a unique account for each customer or supplier.

Restrictions: The account number must follow these rules: It must start with 411 for customers, and 401 for suppliers. It must be between 6 - 15 digits. It can contain both numbers and letters. If the account number is not present, a customer is automatically assigned to account 411001, and a supplier is automatically assigned to account 401001.

Restrictions: The VAT Registration Number or tax number for customers or suppliers, i.e. the
VAT Registration Number (customers) or Tax ID Number (suppliers).

Restrictions: Choose the report basis for this supplier (cash or accrual). If left blank, this field defaults to cash.

Restrictions: The Resale Number (for customers) has a limit of 16 characters. The Tax ID (for suppliers) has a limit of 20 characters.