How to Upload Account Changes to Quickbooks

QuickBooks has a simple process to import customers from other programs in majority.
Export your lists in CSV format from Excel, Gmail, Outlook and other popular programs.
Attach to size limits and formatting requirements to ensure seamless imports.
This article is for pocket-sized business owners or bookkeepers getting started with QuickBooks.

If your accountant or bookkeeper uses QuickBooks to handle your visitor finances, it makes sense to shop your accounting data and customer data in QuickBooks so that sending invoices is seamless. While you can add together contacts to QuickBooks manually, you'll save time and effort by importing customer data in majority.

Here's a guide to exporting customer lists from Excel, Gmail, and Outlook and importing them into whatever version of QuickBooks you're using, including QuickBooks Online or QuickBooks Pro.

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Size limits and formatting requirements

Before yous import customer files to QuickBooks, you should first empathise formatting requirements and file size limits to ensure seamless data imports.

There are file size limits. For Excel and Outlook, the import file size limit is 1,000 rows or 2MB. To import larger files, yous'll demand to split the data and perform multiple imports.
At that place may exist incorrect file imports. If the file is imported incorrectly, and you have to re-import information technology, the file won't overwrite your customer list. Delete the mistakenly imported customers before y'all re-import the file, or you'll end up with duplicates.

You lot can't import sub-accounts. Alter sub-accounts to parent accounts before importing them, then change them back later on the import is complete.
Only i email address allowed. The QuickBooks import process supports just i email address. You can add more email addresses later.
A unique name is required for all data. All Proper noun field entries must be unique. Customers can't have the aforementioned proper name.

Here are another formatting requirements when you're importing lists from an Excel or Google spreadsheet:

Put column headers on the first row.
Put contacts on the spreadsheet's Sheet1.
Be sure the spreadsheet has no formulas, bare rows or charts.
Ensure the spreadsheet doesn't take any errors, such as #VALUE, #N/A, #REF!, or #NAME?.
Don't use whatsoever quotation marks, colons or other unacceptable symbols in the Name field.

How to import client lists in QuickBooks Online

If you're using the QuickBooks Online cloud-based accounting solution, which is accessible via web browser, it'due south fast and easy to import data. You're able to motion existing inventory, supplier and client lists – as well as account charts – from other applications, so yous don't have to enter information by hand.

We'll explain how to import your customer lists into QuickBooks Online from mutual sources similar Excel, Gmail and Outlook.

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Importing Excel client lists into QuickBooks Online

Make sure your Excel customer spreadsheet is correctly formatted and mapped so you're importing the right data into the right fields. Open an existing Excel spreadsheet or create a new ane, then follow these steps:

Bank check headers. Brand sure the columns in the first row of the spreadsheet have headers corresponding to customer information, such every bit Proper noun, Email and Mobile Number.
Populate the canvas. If you're creating a new spreadsheet, populate it with contact information. Leave columns blank when you don't have data bachelor.
Salvage the Excel spreadsheet. Salve the file as an XLS or XLSX, and proceed rail of its location. The data you import maps to the invoicing details in QuickBooks.

Next, sign in to your QuickBooks Online account and follow these steps:

Select Settings (the gear icon).
Select Import Information.
Select Customers.
In the Select a CSV or Excel file to upload box, click Browse.
Navigate to your Excel spreadsheet and click Open.
Click Side by side.
If any data is missing, you lot'll run into a alarm sign. If the data is complete, y'all'll see a checkmark. Select Next.
Modify the data, if necessary, and select Import.

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Importing Gmail client lists into QuickBooks Online

When it comes to importing customer lists from Gmail to QuickBooks Online, there are 2 easy ways. You lot can either link Google contacts via Gmail or export customer contacts to QuickBooks Online the traditional way.

Linking Gmail contacts

From your QuickBooks Online dashboard, select + New.
Under Customers, select Invoice.
You'll be in a new blank invoice. In the Client field, click the drop-down pointer and select Add together New.
Select Connect your Gmail Account.
Select Take to sync your contacts from Gmail to QuickBooks Online.

You'll now be able to choose a Gmail contact as a client in whatsoever transaction, but these customers aren't permanently added to your QuickBooks Online contacts. For that, y'all'll need to import the unabridged list or add Gmail contacts manually.

If at any point you desire to unlink your Gmail contacts from QuickBooks Online, select the Customer field drop-downwardly pointer and click the paper clip icon.

Importing customers from Gmail to QuickBooks Online

Sign in to your Gmail account.
Click the Contacts icon from the right side of the screen.
Click Open up in New Tab (the icon looks like a square with a diagonal arrow).
If you lot only desire to consign some contacts, click to select them. Otherwise, go to the side by side step.
From the menu on the left, select Export.
Select Contacts to export all contacts, or click Selected Contacts to export the ones you chose.
Under Export as, select Google CSV.
Select Export. The file volition salvage to your Downloads folder.

Next, sign in to your QuickBooks Online account and follow these steps:

Select Settings (the gear icon).
Select Import Information.
Select Customers.
In the Select a CSV or Excel file to upload box, click Scan.
Navigate to your newly downloaded Google CSV file and click Open.
Click Side by side.
If any data is missing, you'll see a warning sign. If the data is complete, you'll encounter a checkmark. Select Next.
Alter the information, if necessary, and select Import.

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Importing Outlook client lists into QuickBooks Online

It'due south easy to import your Outlook contacts into QuickBooks Online.

Exporting Outlook 2010 data

Click on the Office button at the upper left.
Select Saving.
Select Export to open the Import Export Magician, and follow the prompts.

Exporting Outlook 2007 and older data

From the File menu, select Import and Export to open the wizard.
Select Consign to a File and enter Comma Separated Values.
Cull a save location and follow the prompts.

Importing data into QuickBooks Online

After you've exported your Outlook data, have the following steps:

Sign in to QuickBooks Online and select Settings (the gear icon).
Select Import Data.
Select Customers.
In the Select a CSV or Excel file to upload box, click Scan.
Navigate to your Outlook CSV file and click Open.
Click Next.
If whatsoever data is missing, you'll see a warning sign. If the data is consummate, you'll see a checkmark. Select Next.
Change the information if necessary, and select Import.

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How to import customer lists in QuickBooks Pro

Importing your customer lists into QuickBooks Pro, the QuickBooks desktop application, is also quick and easy.

Importing Excel customer lists into QuickBooks Pro

To import customer information from an Excel spreadsheet, take the following actions:

Launch QuickBooks Pro, go to the File bill of fare, and select Utilities.
Select Import > Excel Files.
You'll see a window asking virtually adding and editing multiple List entries. Select No.

Next, the QuickBooks Pro Import Sorcerer volition guide you through the import process. Here'southward how it works:

Step one: Select customers.

Select the data type you want to import.
Select Customers.
If this is your first information import, you'll see a pop-upwards alert that y'all tin't undo the import procedure. Select Yes to continue the import.

Stride 2: Transfer data.

Copy customer details from your existing Excel spreadsheet and paste them into the QuickBooks Excel template file.
Hover your mouse cursor over a cell to come across information about what blazon of data it should contain. You'll too come across a jail cell formatting example above the column headers.

Stride three: Resolve issues.

Make sure your file is error-free before completing the import process. If QuickBooks finds a trouble, you'll see an error box on the top left and a alarm triangle in the corner of the cell with erroneous information. QuickBooks volition tell you what's wrong and how to ready it.

Step 4: Save changes.

After you've verified data accuracy, select Add My Information Now.
If yous haven't yet saved the changes to the Excel template, select Save & Add together My Data Now. Important: If you select I'll Add My Data Later, you'll lose your progress.
Relieve the file to your computer.

Step 5: Select and import the file.

After you lot salvage the file, it should appear automatically in the Add My Information Now If you don't see it, click Browse and select the file.
Click Add My Data Now. You'll see a bulletin that you lot've successfully imported your data file. Y'all can at present find your customer list in QuickBooks Pro.

Importing Gmail customer lists into QuickBooks Pro

To import your Gmail contact listing into QuickBooks Pro, create a CSV export file.

Sign in to your Gmail business relationship.
Click the Contacts icon from the correct side of the screen.
Click Open in New Tab (the icon looks like a square with a diagonal arrow).
If you lot merely want to consign some contacts, click to select them. Otherwise, go to the next step.
From the menu on the left, select Consign.
Select Contacts to export all contacts, or click Selected Contacts to export the ones you chose.
Under Export every bit, select Google CSV.
Select Consign. The file will salve to your Downloads folder.

Next, launch QuickBooks Pro and follow these steps:

Select Settings (the gear icon).
Select Import Data.
Choose Customers.
Select Browse, navigate to the CSV export file, and click Open up.
Select Next.
Map your data and select Next. Adjust anything that needs to be fixed.
Select Import.

Some other pick is to link your Gmail account to QuickBooks to admission customers and suppliers easily without importing or adding them manually. Here'southward how it works:

Select the Create menu and choose a transaction.
Select Add New from the height.
Select Connect Your Gmail Account.
Click Accept to allow the awarding to access your Google account.

You'll now be able to choose a Gmail contact equally a client in any transaction.

Importing Outlook client lists to QuickBooks Pro

QuickBooks Pro as well accepts Microsoft Outlook imports. Every bit with other tools, you'll create a CSV file to import. Here's how to practise that:

Launch Outlook.
From the File menu, select Open up and Export > Import/Export.
The Import Consign Wizard will appear.
Select Export to a File and cull CSV every bit the file type.
Save the file and note its location.