Hi usersolarphase,
You can easily import your customer details using a CSV spreadsheet exported from your existing software, Outlook or Gmail contacts; alternatively, you can use MMC Convert to move your data (including customer list) from your existing software to QuickBooks Online. MMC Convert is our data migration supplier who will assist in transitioning your data to QBO and can convert from:
- MYOB Account Right and Account Right Live (.myo and .myox)
- MYOB Essentials
- Xero
- Reckon Accounts and Hosted (.qbb and .qbw)
- Quickbooks Desktop 2014 or later (.qbb and .qbw)
For more information on MMC Convert, see here for FAQs, a getting started checklist, how to begin a conversion and so on. If you would prefer to import the customer details via spreadsheet, see here for steps to create and import the file.
-Kass