Is it possible to import a customer list into QBO that includes ship-to addresses?

Hi jcollins9260,

Thanks for reaching out! QuickBooks Online enables you to import various types of files, so you don't have to start from scratch during the set-up of your account. Knowing which fields you can import for each file and how to import, is important to make sure everything looks right after the migration. I'll be happy to share more about this.

With QuickBooks Online, you can import several data such as:

• Customers
• Suppliers
• Bank Data
• Product and Services
• Invoices
• Bills
• Journal Entries
• Chart of Accounts

Before you import your customer's list, QuickBooks Online displays a sample file for preview. This sample file presents the appropriate format to follow and every field that can be imported into your account. To view those fields, simply go to the Gear icon > Import data > Customers > Download a sample file.

The address field in the file corresponds to the billing address of your customer in QuickBooks Online. While the shipping address isn't included for migration, it can be added afterward in the customer's profile by following these steps: Sales > Customer > Select your customer > Edit > Enter the Shipping address under the Address tab. To learn more about how to import customers and other files, here's an article: Import customer or supplier contacts from Outlook, Excel or Gmail

Feel free to also explore the use of a third-party app to assist you with migrating other fields you'd like. The following article contains the list of all compatible apps to QuickBooks Online: QuickBooks Apps

I hope this helps! Have a great day.

@jcollins9260 

Prepare the Customer list with the following template

Then utilize the trial period of TPImporter

https://transactionpro.grsm.io/qbo

Thanks for this! Much more useful than trying to import and export via QB itself - What an absolute shambles!! They don't even match their own export template when importing!

Just have one tiny question though - I can't seem to export customer notes on transaction pro, but there is a field to import notes. Am I doing something wrong?

Utilize the TPExporter to map your data fields.

Thank you - but I have done this. There is no "notes" field option at all in the export options, only when you import. Is there no way to export customer notes?

Thanks

Afaik, we can export it from QBO US version but I'm not sure about QBO CA version. You should contact their support to clarify.