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amazingmechanicalservices
Level 1

When importing customer list from excel I only get the info from the first row of cells

I save the customer list from my old QBs account on excel but when I go to update my customer list on my new QB I only receive part of the name cell and nothing else

1 Comment 1
RoseJillB
QuickBooks Team

When importing customer list from excel I only get the info from the first row of cells

We can review the file you have imported into QuickBooks Online (QBO), Amazing. 

 

You mentioned that you have saved this list from your older QuickBooks accounts. Therefore, let's ensure we match the format to the recent one when importing them. The application depends on what data you imported, and mapping your file correctly helps the application read the data.

 

Here's a snapshot of how the fields should be mapped:

format.png

format 2.png

 

I'll provide an article outlining best practices for importing and details on the contact fields that will be included: Which contact fields are imported from Excel?

 

I always have your back if you need additional assistance importing data into QuickBooks. Just click reply to start posting them here. Take care!

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