Importing the Customer CSV file into QuickBooks

 

QuickBooks provides the ability to import customer data from a comma-separated value (CSV) file.

 

1.  Back up the QuickBooks file into which you will be importing the data.

 

Importing data into the file cannot be undone, so, if the data doesn't import correctly, it can be a mess to remove. To back up the original file, simply go to "File" and "Save as" and save the file under a different name to the desktop of your computer.

 

2.  Go to "File" menu and select the "Import/Export" option. Select "Import" when prompted to open the "Import" feature in QuickBooks.

 

3.  Follow the screens that come up in the "Import Data" window to prepare the QuickBooks import.  When prompted, upload the ".csv" file that you created in the “Exporting Customer Data from SmithCart” above.

 

4.  Click the "Import" button in the "Import Data" window. QuickBooks imports the data from the uploaded file and integrates it into the data already saved in the QuickBooks file.

 

Click here for more information on how to import a customer CSV file to QuickBooks.