The time required to import your customer details into QuickBooks Online (QBO) varies on the size of your data file, how it was formatted before the import, and the speed of your internet connection, Yadeesh.
Generally, if you're importing 1,000 customer records and your data is already in a CSV file, the process will take a matter of minutes.
Here's how to import data in QBO:
- Go to the Gear icon, then select Import data.
- Upload the CSV file by clicking the Browse button.
- Choose the file, then select Open.
- Select Next.
- In the Your Field column, select each small arrow ▼ icon. Then, match your field to the corresponding QBO field.
- Select No Match if you have a field that doesn't have a corresponding column in your spreadsheet.
- Confirm your contacts and uncheck any that you don't want to save.
- If everything looks good, select Import.
Additionally, you can manage your customers in your QBO to let you organize your customer list effectively.
If you have any more questions or need a helping hand, don't hesitate to reach out. I'll be right here for you anytime.
