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Which contact fields are imported from Excel?

by Intuit•15• Updated 5 months ago

Before conducting an import from Excel, it is important to know which contact fields will be imported and any restrictions, which fields are optional, and best practices before you get started.

Best practices

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.

	Tip: When you export your lists from QuickBooks Desktop, clear any options that would add extra pages to your Excel workbook.

Import field: Full Name

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 Vendor.

Import field: Company

Restrictions: Limit of 50 characters.

Import field: Email

Restrictions:

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

Import fields: Phone, Mobile, and Fax

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.

Import field: Website

Restrictions:

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

Import fields: Street and City

Restrictions:

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

Import field: State/Territory/Province/Region

Restrictions
State: Limit of 255 characters.

Import field: Zip Code or ZIP code

Restrictions: Limit of 30 characters.

Import field: Country

If left blank, defaults to your home country.

Restrictions: Limit of 255 characters.

Opening Balance

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

Restrictions: None.

Import field: Opening Balance Date

The date the opening balance should be valid.

Restrictions: None.

Import field: Tax Identification Number, Tax Number for Customers or Vendors

Restrictions: The Tax Identification Number or tax number for customers or vendors, i.e. the
Tax Identification Number (customers) or Tax ID Number (vendors).

Import field: Report Basis for vendor

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

Import field: Resale Number (Customers) or Tax ID (Vendors)

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

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