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Setting up your Excel or CSV file for importing customer data

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 the data.

Column heading

Data requirements

JOB OR CUSTOMER NAME

(REQUIRED)

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.

OPENING BALANCE

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 one.

COMPANY NAME

Enter a company name, maximum 41 characters long.

SALUTATION

Enter a salutation such as "Mr.," "Mrs.," or "Dr."

FIRST NAME

Enter the customer's first name.

MIDDLE INITIAL

Enter the customer's middle initial.

LAST NAME

Enter the customer's last name.

CONTACT

Enter the contact name for the customer.

PHONE

Enter the customer's phone number.

FAX

The customer's FAX number.

ALTERNATE PHONE

Enter the customer's alternate phone number.

ALTERNATE CONTACT

Enter the alternate contact name for the customer.

EMAIL

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 characters.

SHIPPING ADDRESS 1 through SHIPPING ADDRESS 5

Enter the customer's billing address. Maximum length for each field: 41 characters.

CUSTOMER TYPE

Enter a QuickBooks customer type.

TERMS

Enter a QuickBooks term.

SALES REP

Enter a QuickBooks sales rep.

PREFERRED SEND METHOD

Enter a QuickBooks preferred send method. Example: Email.

TAX CODE

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.

TAX ITEM

Enter a QuickBooks tax item.

RESALE NUMBER

Enter a resale number.

PRICE LEVEL

Enter a QuickBooks price level.

ACCOUNT NUMBER

Enter an account number, which can contain both letters and numbers.

CREDIT LIMIT

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.

JOB STATUS

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.

JOB DESCRIPTION

Enter information about the job.

JOB TYPE

Enter a job type. To view your choices, go to the Lists menu, choose Customer & Vendor Profile Lists and then click Job Type List.

IS INACTIVE

Enter "Yes," or "No," "Active," or "Not-Active."

NOTE

Enter a note about the customer.

See also

KB ID# H_EXCEL_CUSTOMER_REQUIRED_FIELDS
12/3/2016 7:52:05 PM
PPRDQSSWS400 9138 Pro 2017 c6d87c