I have 5 customers (apartment buildings) each with about 25 customers (tenants) to create
I figured out how to create customers and sub customers one at a time (Sales/Customers/New Customer, then for me I need to fill in First, Last name, phone, place check mark if sub customer to a building and also select bill this customer.
I have tenant lists in Excel but not in an addressbook .csv to import. Is there quicker to type all the tenants info in one place or do I have to select "new customer" and "save" for each of them?
Good to know that you already figured out how to enter customers in QuickBooks Online (QBO). I can share some information about how you can save time importing customer lists from Excel compared to manually entering them.
Yes! There's a quicker way and that is importing your customer lists from Excel. All you need to do is to save the Excel spreadsheet it as .xls or .xlsx instead of .cvs file format. Please note that you can't import sub customers. You'll need to change them to customers (Parent customer) before you import, and back again after.
In this case, I'd suggest creating your 5 parent customers first manually. Then once the import is done, assign each sub customers to their respective parent customers.
Here's how to import customer lists from Excel to QBO:
1. Review your Excel file, then save the Excel spreadsheet as an .xls or an .xlsx file and take note of its location
2. Sign in to your QBO company and complete the import.
Click the Gear icon at the top.
Under Tools, choose Import Data.
From the list, select Customers, then click the Browse button.
Locate the Excel file, click Open then choose Next to continue.
Map your data then Next.
Adjust your data if necessary, then select Import.