Yes, you can definitely do it, jexim157-gmail-c.
Using the Import feature, you can upload client lists from an Excel file. You may start by formatting the spreadsheet correctly. I'll guide you how:
- Open your Microsoft Excel, then create a new spreadsheet.
- Use Sheet 1 of the spreadsheet.
- Fill in the spreadsheet with your clients' information.
- Make sure that rows of your spreadsheet are filled in like this: Client Contact List.
- When you're done, save it as an XLS or an XLSX file.
Please take note that there are restrictions when importing contact fields. Feel free to read this article to learn more: Which contact fields are imported from Excel?
Now that your spreadsheet is ready, it's time to import it to your QuickBooks account:
- Go to the Gear icon. Then, select Import Data.
- Choose Customers, then click Browse to upload the file from your computer.
- Locate the file, and select Open, then select Next.
- Map the fields, then confirm your contacts.
- Once everything looks good, hit Import.
You may also import your customer and supplier contacts from Outlook, Gmail, or Google Sheets. If you have an old QBO account, you can directly move your customer lists to your new one. Additionally, here are some articles that you can read to help manage your customers in the program:
Should you need more help in dealing with your other tasks, don't hesitate to leave a comment on this thread or start a new conversation. We always have your back.
