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Level 1

Can we can merge the contact details from our Gmail contacts into our Quickbook customer profiles and just have one list of customers that is synced with Gsuite?

our Quickbook customer lists just has our client's name and email. Our Gmail contact list has address and phone number. We are looking to combine to use one list that syncs from our Gmail contacts.
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QuickBooks Team

Can we can merge the contact details from our Gmail contacts into our Quickbook customer profiles and just have one list of customers that is synced with Gsuite?

Hi there, userbrooklinepaddle.

 

You can export your Gmail contacts to Excel and save them as .xls or an .xlsx file. Then, you can import it to QuickBooks Online. 

 

Follow these steps on how to import:

  1. Go to the Gear icon and choose Import Data.
  2. Select Customers and click Browse.
  3. Find and select the Excel file, click Open, then select Next to continue.
  4. Map your data then select Next.
  5. Adjust your data if necessary then select Import.

Once done, it will cause duplicate customers. The next thing we need to do is manually merge them. Check this link and check the steps in the Merge duplicate customers section: Add and manage customers in QuickBooks Online.

 

You can also check this article for more details: Import customer or vendor contacts from Outlook, Excel or Gmail.

 

Please post again if you have more questions. QuickBooks Community is available 24/7 to assist you.

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