How to Import Customer Data Into QuickBooks Online From an Excel File

In this tutorial, you’ll learn how to import your customer data into QuickBooks Online from an Excel file.

Quick Instructions:

  1.  Click the gear in the upper right corner
  2. Under TOOLS click Import data
  3. Click Customers
  4. Click Browse, select your Excel file, click Open
  5. Click Next in the lower right corner
  6. Check matched mappings are correct
  7. Map any fields that weren’t automatically mapped
  8. Click Next
  9. Double-check the list of what’s importing
  10. Click Import in the lower right corner

Keep reading for a complete walkthrough with screenshots:

Upload Your Customer List into QuickBooks Online

To start click the gear in the upper right corner. Under TOOLS click Import data.

Navigating to Import data from the gear menu in QuickBooks Online

On the Import Data screen you have several options, click on Customers.

Import Data options in QuickBooks Online

In this example, we’re uploading an Excel file. In the Select a CSV or Excel file to upload box click Browse. Find your file and click Open. Then click Next in the bottom right corner.

Importing customer data into QBO using an Excel file.

On the next screen, map the fields in your uploaded file to fields in QuickBooks Online.

My example file only had customer names with the heading Customer. It automatically matches it to the QBO Name field.

It will try to match as many fields as it can. These fields will have a little green checkmark flag next to them. Double-check that it matched correctly and match up any other fields you have in your file. Then click Next in the bottom right corner.

Matching fields when importing customer data in QuickBooks Online.

Next, it shows you a list of the customers that are ready to import. Double-check again that it matches the file you’re uploading.

Here you can see a side-by-side of my customer data file and what’s importing into QuickBooks.

Side-by-side of Excel file importing into QBO and QBOs customer import

When you’re ready click the green Import button in the lower right corner.

To view your imported customers in QuickBooks click Sales -> Customers in the left side menu.

Navigating to your customers from the left side menu in QuickBooks Online.

I had no customers in QuickBooks before this so I can quickly see that all of my customers imported successfully. 

Customer list in QuickBooks Online

You now know how to import your customer list into QuickBooks Online from an Excel file.

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Below is a video if you prefer to watch a walkthrough.

If you have any questions about importing data into QuickBooks Online click the green button below to schedule a free consultation.

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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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