Monday, March 27, 2023
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How to import a customer list into Quickbooks Pro

You know QuickBooks keeps track of all your customers and their information. The Customer List in QuickBooks keeps track of customer’s billing and shipping addresses.

If you don’t know how to import a customer list into a QuickBooks Pro, then you don’t need to worry at all. You are at the right place. In today’s blog, you will learn how to import data into your QuickBooks Pro account. There is a method for importing the customer list in QuickBooks by using an Excel spreadsheet.

What steps should be taken to improve the customer list in Quickbooks Pro?

The formatted file is opened by the QuickBooks software. The format is an excel spreadsheet into which you can easily enter data.

The following are the steps to import the file:

  • Launch the QuickBooks Pro software.
  • Then select the file menu.
  • Select the open utilities a second time.
  • More on the import after the click.
  • Excel files can be opened by right-clicking them.
  • When the windows for editing or adding multiple list entries appear.
  • Then, on the new button, click.
  • Wizard is opened up for importing files, so follow these steps.
    1. First, select the type of data you want to import.
    2. The QuickBooks opens the already formatted file.
    3. Enter information that you wish to obtain.
    4. After finishing the information, click on save to save the file.
    5. Close the file after it has been saved.
    6. You also have the option to add my data now. Examine all of the results, and then look at the data in QuickBooks.
    7. After completing the preceding steps, click on the close button.

You can use the same process to import any additional customers and then return to the window to add customers from an excel file to QuickBooks.

Here are some of the reasons why you should import your customer list in your QuickBooks pro online account

  • When upgrading from an older version of QuickBooks to a newer version.
  • Data migration from QuickBooks desktop to QuickBooks online.
  • You have customer list data that you want to enter into your QuickBooks account, and other things.

Print customer list in QuickBooks

The customer list can let you know the contact information of your customers; they can also let you know the terms of customers. You will be able to review the detailed customer information with the help of the customer list. Get all the info you will need to print customer list in QuickBooks.

In QuickBooks, a Customer List keeps track of all your customers and your customer information. For example, the Customer List keeps track of billing addresses and shipping addresses for customers. 

Summing Up

We hope the above-mentioned steps assist you in importing a customer list into QuickBooks pro. If you have any questions about how to import a customer list into QuickBooks or if you get stuck in the middle of a step, you can always contact our experts. We have a highly skilled team that can provide you with all of the assistance and services you require. You will receive the best possible assistance in resolving your issues as soon as possible.

Also read: Import chart of accounts into Quickbooks



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