How to import Customers into QuickBooks Online
You can import Customers into QuickBooks Online with Business Importer.
5 steps: how to import Customers into QuickBooks Online
To import Customers lists into QuickBooks Online, please, follow 5 simple steps:
1. Sign in into Business Importer and connect it with QuickBooks.
2. Go to Import tab. Upload your Excel file or paste in the DropBox or Google.Drive link. Click on the Next button.
Import customers into quickbooks online
*Important Notes for your Customer list:
DisplayName –must be unique across all other customers, employees, vendors, and other names.
ParentRef – use it if the Customer is a sub-customer or Job.
CurrencyRef – For sub-customers or Jobs select the same currency as their parent. 3 letters according to ISO 4217. For example, USD, EUR, CAD, GBP.
PrintOnCheckName – Name of the Customer as it is written in check. If you don’t provide, the name will be inherited from Display Name.
BillWithParent – If true, this Customer is billed with its parent. If false, or null the customer is not to be billed with its parent. This attribute is valid only if this entity is a Job or sub Customer.
3. Choose the list in your Excel, which contains Customers you want to import into QuickBooks. Click on the Next button.
4. Select Company (you want to import to) and Entity (Customer), and connect Provider’s labels to Your Labels. Press the Next button.
5. Review if the information is entered correctly and click on the Next button.
Your import is in process. Don’t wait until it’s done – you will be notified by e-mail.
Customer import result you can check at your e-mail or in Scheduled import tab.
How-to Guide
Here is a small How-to guide that will help you to prepare your Excel properely and create correct mapping:
| QuickBooks Field | Business Importer Name | Description | Example |
|---|---|---|---|
| Title | Title | Title of the person. | Mr |
| CompanyName | Company name | The name of the company associated with the person or organization. Maximum of 50 chars. |
Bill’s Windsurf Shop |
| GivenName | Given name | Given name or first name of a person. Maximum of 25 chars. |
Bill |
| MiddleName | Middle name | Middle name of the person. The person can have zero or more middle names. Maximum of 25 chars. |
Mac |
| FamilyName | Family name | Family name or the last name of the person. Maximum of 25 chars. |
Lucchini |
| Suffix | Suffix | Suffix of the name. Maximum of 10 chars. |
Jr. |
| Display Name | Display name | The name of the person or organization as displayed. Required. Must be unique. Maximum of 100 chars. |
Bill’s Windsurf Shop |
| PrintOnCheckName | Print on check name | Name of the person or organization as printed on a check. If not provided, this is populated from Display Name. Maximum of 100 chars. |
Bill’s Windsurf Shop |
| BillAddr (ShipAddr) | Billing address: Line 1 (Shipping address: Line 1) | First line of the address. Maximum of 500 chars. |
12 Ocean Dr. |
| Billing address: Line 2 (Shipping address: Line 2) | Second line of the address. Maximum of 500 chars. |
||
| Billing address: Line 3 (Shipping address: Line 3) | Third line of the address. Maximum of 500 chars. |
||
| Billing address: City (Shipping address: City) | City name. Maximum of 255 chars. |
Half Moon Bay | |
| Billing address: Postal code (Shipping address: Postal code) | Postal code (zip code for USA and Canada). Maximum of 31 chars. |
94213 | |
| Billing address: Country (Shipping address: Country) | Country name. Maximum of 255 chars. |
US | |
| Billing address: Region (Shipping address: Region) | Region within a country (state name for USA, province name for Canada). Maximum of 255 chars. |
CA | |
| PrimaryPhone | Primary phone | The telephone number in free form. Maximum of 21 chars. |
(415) 444-6538 |
| AlternatePhone | Alternate phone | The telephone number in free form. Maximum of 21 chars. |
(415) 444-6538 |
| Fax | Fax | The telephone number in free form. Maximum of 21 chars. |
(415) 444-6538 |
| Mobile | Mobile | The telephone number in free form. Maximum of 21 chars. |
(415) 444-6538 |
| WebAddr | Web address | Uniform Resource Identifier for the web site. Maximum of 1000 chars. |
http://www.intuit.com |
| PrimaryEmailAddr | Primary e-mail | An email address. The address format must follow the RFC 822 standard. Maximum of 100 chars |
Surf@Intuit.com |
| PreferredDeliveryMethod | Preferred delivery method | Preferred delivery method. Values are Print, Email, or None. | |
| ParentRef | Parent name | The immediate parent of the Sub-Customer/Job in the hierarchical “Customer:Job” list. Required for the create operation if the Customer is a sub-customer or Job. Please, provide only name. |
Giant Windsurf Shop |
| ResaleNum | Resale number | Resale number or some additional info about the customer. | |
| BillWithParent | Bill with parent | If true, this Customer is billed with its parent. If false, or null the customer is not to be billed with its parent. This attribute is valid only if this entity is a Job or sub Customer. | false |
| Balance | Balance | Specifies the open balance amount or the amount unpaid by the customer. For the create operation, this represents the opening balance for the customer. | 85.0 |
| CurrencyRef | Currency name | A three letter string representing the ISO 4217 code for the currency. | USD |
| DefaultTaxCodeRef | Default tax code name | The name of the default tax code to apply to transactions. Please, provide only name. | |
| Notes | Notes | Free form text describing the Customer. Maximum is 2000 chars. |
|
| OpenBalanceDate | Open balance date | Date of the Open Balance for the create operation. Default date format is dd/MM/yyyy. You can change it on profile page. | 09/20/2015 |
| Taxable | Taxable | If true, transactions for this customer are taxable. | false |
Import results
There are 5 types of import results.
Errors
The most common errors and ways to solve them.
There are 5 most common errors made by our clients when they import customers into QuickBooks online. To prevent this happening, we have reviewed all of them and given solutions below.
| Problem | Error occurs | Solution | Correct example |
|---|---|---|---|
| Customer’s name (DisplayName) is not unique. There is a Vendor with the same name in you QuickBooks Online account. | ERROR Customer Cherry: The name supplied already exists. Another customer, vendor or employee is already using this name. Please use a different name. | Change this customer’s DisplayName to unique one. | Cherry B |
| Wrong date format is used. | WARNING Error parsing date 01-14-2015. Expected format currently MM/dd/yyyy, but you can change it on your profile page. | Change date format to MM/dd/yyyy. | 01/14/2015 |
| The “:” character is used in DisplayName | ERROR Customer Berry: CP: Element contains invalid characters. Berry: CP | Remove “:” from the DisplayName character. | Berry CP |
| Web-address is incorrect. | ERROR Customer Berry CP: Web Site URL does not have correct format. Supplied value:developer.intuit | Verify the web-address and change it to correct one. | www.developer.intuit.com Or htttp://www.developer.intuit.com |
| E-mail is incorrect. | ERROR Customer Berry: Email Address does not conform to the syntax rules of RFC 822. Supplied value:http://www.intuit.com | Verify the e-mail and change it to correct one. | berry@intuit.com |
Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on (302) 261-3644 or write to support@cloudbusinessltd.com.
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