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Level 1

Overwriting Customer Addresses via Importing from Excel

Hello All - 

 

Long story short I have to add addresses to our existing customer & vendor databases. Some have them already entered, some dont. (Most will at least have the name entered.)

 

Our smallest database is about 140, largest is over 2k. 

 

Can I use the import feature to overwrite JUST the addresses on existing client? I haven't fully looked into the option - just found that you could it. Any help would be lovely. I will end up creating a test QB file to try this with along with double and triple checking backups, but any insight would be helpful so I do not get myself a heart attack when I start taking a look and testing.

 

Thank you in advance! 

7 Comments
QuickBooks Team

Overwriting Customer Addresses via Importing from Excel

Hello, @CAC01.

 

You can copy the address from the excel file and paste it to your QuickBooks Desktop account to update their address. 

 

To do it:

  1. Go to the File menu and select Utilities.
  2. Choose Imports and then Excel Files
  3. On the Add/Edit Multiple List Entries page, choose Customers or Vendors from the List drop-down.
  4. You can update all the necessary information. 
  5. Once you’re done, click on the Save Changes button. 

 

Here’s more information on how to add and edit multiple customers, vendors, and items

 

Let me know how I can further assist you with your account. I’m always here to assist.

Level 1

Overwriting Customer Addresses via Importing from Excel

This answer isn't clear to me. Will a customer import from CSV file overwrite existing customer information already in QuickBooks (Pro Desktop 2020)?

QuickBooks Team

Overwriting Customer Addresses via Importing from Excel

Hi @jhozeska,

 

I'll take care of your query about this process to update your customer's information. 

 

What you said is correct. You're able to upload a CSV file to update or overwrite existing customer information in QuickBooks Desktop (QBDT).

 

You can follow the steps provided by my peer @MaryJoyD above. In case you missed it, visit this article to learn more about this process: Add and edit multiple customers, vendors, and items

 

On the other hand, if you're looking to merge accounts, you can take a look at this article: Merge Accounts, Customers, and Vendors. This contains the steps to merge the account types mentioned. 

 

If you have any other questions, feel free to post them below. I'll be sure to get back to you. 

Level 1

Overwriting Customer Addresses via Importing from Excel

From what I have been able to figure out... you cannot actually UPLOAD/Merge a FULL excel file to your customers/vendors. 

 

The "edit multiple customers" option really is just a box that allows you to edit each customer in a easier format. You cannot actually copy 6 different customers and paste into QB all at once. 

 

 

Level 15

Overwriting Customer Addresses via Importing from Excel

@CAC01 

Utilize the trial period of these 3rd party importer tools to help you.

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Level 1

Overwriting Customer Addresses via Importing from Excel

I have imported a CSV file and can't get the full address to come out on the customer box I have tried entering data in all the billing fields, i have tried multiple lines in the CSV file and no luck. We just picked up an account which has NEVER been automated. It is all hand written. So I am trying to get a CSV file to enter in the information.

Any insight will be greatly appreciated.

 

Jessica

Level 15

Overwriting Customer Addresses via Importing from Excel

@JC3007 

Utilize one of 3rd party tools as I mentioned earlier. Then prepare your Customer data with the following template:

Customer NameIs ActiveCompany NameSalutationFirst NameM.I.Last NameJob TitleContactPhoneFaxAlt. PhoneAlt. ContactEmailCCBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryCustomer TypeTermsSales RepResale No.Price LevelAccount NumberCredit LimitPayment MethodNotesSales Tax CodeSales Tax ItemJob StatusJob Start DateJob Projected EndJob End DateJob DescriptionJob TypeCurrency
Acme ToolsYAcme ToolsMrs.JaneMDoeAP ClerkJane Doe(908) 123-4567(908) 123-4567(908) 123-4567John Doe[email address removed] Acme ToolsOne Main Street  WashingtonWA12345USAAcme ToolsOne Main Street  WashingtonWA12345USACommericalNet 30KLMACMECommercial9891000VisaThis is a commerical customer.TaxMA       
Adams LandscapingYAdams LandscapingMr.John SmithManagerJohn Smith(777) 888-9999(777) 888-9999(777) 888-9999Jane Smith[email address removed] Adams LandscapingTwo Church Street  SmithvilleOH98765USAAdams LandscaptingTwo Church Street  SmithvilleOH98765USA Net 30   123455000CheckThis is a new customerNon        
SuperstoreYSuperstoreMsKaren Jones Karen Jones(888) 888-8888(888) 888-8888  [email address removed] Superstore1 North Street  AnytownTN88888USASuperstore1 North Street  AnytownTN88888USA Net 30       TaxMA       

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