Preparing your Excel or CSV file for import into QuickBooks
Use the column headings below when you prepare your file for importing
Customer data into QuickBooks. For the data contained in the rows below the
column headers, follow the guidelines in the table when preparing or entering
JOB OR CUSTOMER NAME
Enter the name of the Customer (and Job, if needed) as it appears in
QuickBooks. Example: Kristy Abercrombie: Bathroom Remodel. Note: If you're
importing a child (or sub) entry for a parent (or main) entry, the parent entry
must already exist in order for the child entry to be imported correctly.
No "$". Enter the opening balance. You cannot enter an opening
balance for an existing customer, only for a new one.
OPENING BALANCE AS OF
Enter a date. The date must be entered as MMDDYYYY. You cannot set an
opening balance "as of" date for an existing customer, only for a new
Enter a company name, maximum 41 characters long.
Enter a salutation such as "Mr.," "Mrs.," or
Enter the customer's first name.
Enter the customer's middle initial.
Enter the customer's last name.
Enter the contact name for the customer.
Enter the customer's phone number.
The customer's FAX number.
Enter the customer's alternate phone number.
Enter the alternate contact name for the customer.
Enter the customer's email address.
BILLING ADDRESS 1 through BILLING ADDRESS 5
Enter the customer's billing address. Maximum length for each field: 41
SHIPPING ADDRESS 1 through SHIPPING ADDRESS 5
Enter a QuickBooks customer type.
Enter a QuickBooks term.
Enter a QuickBooks sales rep.
PREFERRED SEND METHOD
Enter a QuickBooks preferred send method. Example: Email.
Enter a sales tax code (up to three characters long). To view your sales tax codes, go to the Lists
menu and click Sales tax Code List.
Enter a QuickBooks tax item.
Enter a resale number.
Enter a QuickBooks price level.
Enter an account number, which can contain both letters and numbers.
Enter a credit limit.
PREFERRED PAYMENT METHOD
Enter a preferred payment method. To view your choices, go to the Lists menu,
choose Customer & Vendor Profile Lists and then click Payment Method List.
CREDIT CARD NUMBER
Enter the customer's credit card number, appended with a single
quotation mark (').
Enter the month as two digits, i.e., May = "05."
Enter the year as four digits.
NAME ON CARD
Enter a name.
CREDIT CARD ADDRESS
Enter an address.
CREDIT CARD ZIP CODE
Enter a zip code.
Enter a job status. To view your choices, go to the Edit menu and click
Preferences. Scroll through the list on the left and click Jobs & Estimates. Click the
Company Preferences tab.
JOB START DATE
Enter the start date.
JOB PROJECTED END
Enter the projected completion date.
JOB END DATE
Enter the actual end date.
Enter information about the job.
Enter a job type. To view your choices, go to the Lists menu, choose Customer
& Vendor Profile Lists and then click Job Type List.
Enter "Yes," or "No," "Active," or
Enter a note about the customer.
About importing lists from Microsoft Excel