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Level 1

import csv file

Hi All 


I have already imported a customer list csv file but now I have changed the original data can I re-import and will it overwrite the existing data 




Whitecrest Products 

3 Comments 3
QuickBooks Team

import csv file

Hi there, Trev. I'm here to ensure you can update your customer list.


For now, we're unable to reimport and overwrite existing data in QuickBooks Desktop (QBDT). I can see how this option would be helpful and efficient. I'd suggest visiting our App center to look for an application that can help overwrite your data.


Here's how:

  1. Go to
  2. From the QuickBooks Compatibility section, choose the QuickBooks Desktop version you're using.
  3. Type in the clue word of the specific app you're looking for in the Search field and click the magnifying glass to search. 


Additionally, you can add and edit multiple customers, vendors, and items. You can copy and paste list information from Excel directly into QuickBooks.


Feel free to swing by anytime you need help with updating your information. We're always here to help.

Level 1

import csv file



If I import my customer list again, it will just add the new information ? 



QuickBooks Team

import csv file

Thanks for the prompt response, @whitecrestproduc. I'm here to clarify a few things for you about importing your customers' list in QuickBooks Desktop (QBDT).


In QBDT, you can update or overwrite the existing customer information by uploading a CSV file. Follow these steps to proceed:


  1. Go to the File menu, then select Utilities.
  2. Choose Import, then Excel Files.
  3. Click Advanced import.
  4. Follow the on-screen process and map the information.


After mapping them, you may receive a Duplicate Record Found error. Then, you will see these options:


  • Keep the existing data and discard the import data.
  • Replace the existing data with imported data, ignoring blank fields.
  • Replace the existing data with import data, including blank fields.


Here's how you can isolate the error:


  1. Choose one of the options, then click Apply or Apply to all.
  2. You'll receive a notification showing the number of successful imports and the number of errors. 
  3. Select Save for the error log and review it to determine the necessary action to resolve the errors.
  4. Re-import the list if necessary.


You can check out this article for more details about importing customers' profiles using Excel: Import or export MS Excel files


In addition, you can visit this article to learn more about importing your data into QBDT through the guide provided.


Let me know if there’s anything else that you need help with managing your customers' data in QBDT. I’m always here to assist. Have a wonderful day!

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