If you have a list of customers and suppliers you’d like to import, you can do so by following the steps below. This saves you from manually creating your customer and supplier records one by one.
Before you start, make sure that your excel spreadsheets are ready and in a format that is accepted by QuickBooks. You can download a sample here.
Things to look out for before you start
When you are ready
Map your fields to QuickBooks fields
This step is very important to make sure that you are mapping the fields in your spreadsheet to QuickBooks fields correctly.
The left column depicts the field names that QuickBooks uses and the fields in the right column is from your spreadsheet. To reduce errors, we recommend that you update the field names your excel spreadsheet before you upload your file.
Check this list to make sure that the fields are mapped correctly. If you wish to change a mapping, click on the dropdown arrow and select the correct field.
You will have to enter a name and a company as they are mandatory, you do not have to import any other information. You are not able to have any duplications throughout the spreadsheet. We suggest that you create a spreadsheet with just the colum headings Name and company and only one line to test if you are able to import it.
I don't need or don't have a Name for most of my suppliers. 90% of my suppliers are faceless corporations. If I can add a supplier without a Name manually, why can't I import a file without a Name field?
If you are for example importing a supplier list then it does require this information as it wants to create suppliers and in QuickBooks creating suppliers means having a name.
Yes when you create a transaction you do not need to have a supplier in it to save the transaction but the import function needs that information
We have numerous customers which have more than one shipping address. I understand that I can add the customers with multiple addresses as sub customers but what do you recommend when the customer only has one billing address and one shipping address? Will I be able to import the shipping address at the initial import stage or will I need to manually add in the shipping addresses?
Thanks for joining this thread, @edc9500.
When importing customers list to your QuickBooks Online (QBO) account, you’ll need to enter the information needed for the function to work. Doing so will ensure you can import the list smoothly.
Once you’re done, you have the option edit your customer information by going through the Sales menu. Let me show you how.
Once you’re all set up, you can now send an invoice to your customer.
Tag me in if you have other questions in mind. I’ll be around to answer them for you. Have a great day!