Import Customer List into QuickBooks Desktop
Import Customer/ Jobs from Supported File Formats directly into QuickBooks Desktop using SaasAnt Transactions (Desktop) - #1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks.
SaasAnt Transactions (Desktop) supports QuickBooks Pro, Premier, Enterprise, and Accountant Editions.
You can download the free trial of the software directly from the SaasAnt Website. Follow this article for detailed installation instruction.
Steps for Importing Customers into QuickBooks
Importing with SaasAnt Transaction is a breeze with our simplified and powerful Import wizard. Just follow a simple 3 step process to bulk import your customers to QuickBooks.
Click the Import button in the Dashboard screen or Import option from the File menu in the menubar to navigate to the File Selection screen of the Import Wizard (Step 1).
- Step 1 - File Selection: Select "QuickBooks Transaction Type" as "Customer". "Select Your File" - You can either click "Browse File" to browse and select the file from the local computer folder or click "Sample Templates" to navigate to SaasAnt sample file locally.
- Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file.
- Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.
More detailed instructions on the steps are available in this article.
Mapping Screenshot
Mapping QuickBooks Fields
Customer Name* | Text (Max Length: 41 Characters) | Name of the Customer |
Parent Customer | Text (Max Length: 41 Characters) | The immediate parent of the Customer. |
Company Name | Text (Max Length: 41 Characters) | Name of the Company |
Title | Text (Max Length: 15 Characters) | Title of the Customer. |
First Name | Text (Max Length: 25 Characters) | First Name of the Customer |
Middle Name | Text (Max Length: 5 Characters) | Middle Name of the Customer |
Last Name | Text (Max Length: 25 Characters) | Last Name of the Customer |
Currency | Text (Max Length: 64 Characters) | Currency Code for customer transactions |
Customer Type | Text (Max Length: 159 Characters) | Type of the Customer |
Account Number | Text (Max Length: 99 Characters) | Account Number |
Opening Balance | Decimal | The open balance amount or the amount unpaid by the customer. |
Open Balance Date | Date | Date of the Open Balance. |
Job Title | Text (Max Length: 41 Characters) | Title of the Job |
Main Phone | Text (Max Length: 21 Characters) | The telephone number in free form. |
Alt. Phone | Text (Max Length: 21 Characters) | The telephone number in free form. |
Main Email | Text (Max Length: 1023 Characters) | Email address. |
Work Phone | Text (Max Length: 21 Characters) | The telephone number in free form. |
CC Email | Text (Max Length: 1023 Characters) | Email address. |
Mobile | Text (Max Length: 21 Characters) | The Mobile number in free form. |
Fax | Text (Max Length: 21 Characters) | The fax machine number in free form. |
Billing Address Line 1 | Text (Max Length: 41 Characters) | First line of the Billing Address. |
Billing Address Line 2 | Text (Max Length: 41 Characters) | Second line of the Billing Address. |
Billing Address Line 3 | Text (Max Length: 41 Characters) | Third line of the Billing Address. |
Billing Address City | Text (Max Length: 31 Characters) | City Name. |
Billing Address Postal Code | Text (Max Length: 13 Characters) | Postal code (Zip code for USA and Canada) |
Billing Address Country | Text (Max Length: 31 Characters) | Name of the country. |
Billing Address State | Text (Max Length: 21 Characters) | Region within a country. Ex: State Name for USA, Province name for Canada. |
Shipping Address Line 1 | Text (Max Length: 41 Characters) | First line of the Shipping Address. |
Shipping Address Line 2 | Text (Max Length: 41 Characters) | Second line of the Shipping Address. |
Shipping Address Line 3 | Text (Max Length: 41 Characters) | Third line of the Shipping Address. |
Shipping Address City | Text (Max Length: 31 Characters) | City Name for Shipping Address. |
Shipping Address Postal Code | Text (Max Length: 13 Characters) | Postal code (Zip code for USA and Canada) for Shipping Address. |
Shipping Address State | Text (Max Length: 21 Characters) | Region within a country. Ex: State Name for USA, Province name for Canada. |
Shipping Address Country | Text (Max Length: 31 Characters) | Name of the country for Shipping Address. |
Preferred Delivery Method | Text (Max Length: 31 Characters) | Preferred delivery method. |
Preferred Payment Method | Text (Max Length: 31 Characters) | Preferred Payment method |
Credit Limit | Decimal | |
Price Level | Text (Max Length: 31 Characters) | Name of the Price Rule |
Sales Rep | Name of the Sales Representative connected to this customer | |
Job Description | Text | Details about the job |
Job Type | Text | |
Job Status | Text | |
Job Start Date | Date | |
Job Projected End Date | Date | |
Job End Date | Date | |
Class | Text (Max Length: 159 Characters) | |
Credit Card Number | Text | |
Expiration Month | Number | Credit Card Month of Expiry |
Expiration Year | Number | Credit Card Year of Expiry |
Name On Card | Text (Max Length: 41 Characters) | Name on the Credit Card |
Credit Card Address | Text (Max Length: 41 Characters) | |
Credit Card Postal Code | Text (Max Length: 21 Characters) | |
Credit Limit | Decimal | |
| Resale No | Text (Max Length: 15 Characters) |
All (*) marked fields are mandatory.
Import Settings
A host of powerful customisations for your file data is available with Import Settings. This is available in the Step 3: Review & Import screen or directly under "Edit" Menu in the menubar. Some of the very useful settings for lists includes:
- Action When a Matched List Found: If an existing list entity is found with the given name then the corresponding action to be taken. You can choose to Show Warning/ Update existing transaction in your QuickBooks.
- Pre-Import Validation: Validate the complete file before importing to QuickBooks. By turning this setting ON, file rows will be imported only after cleaning up all the issues in file. This option however will delay the import.
More details about the settings related to managing list import are available in this article.
FAQ's
Most of us would have some questions while moving data to your QuickBooks Online. Some of them for your reference below:
- I made some mistakes in the Import and my QuickBooks reports got corrupted. Is there any way to undo or revert my Import?
It is possible to undo the import completely/ partially with the Delete feature.
- Does your app support taxes?
Yes. It does.
- My file has some specific date format. I don't want to change the file. Will your product support all date formats?
Yes. You can select the specific date format as per your requirement in the import settings.
- Do you have any sample templates?
Yes. We do have. Sample Template
- What are the file types supported by your application?
TXT, CSV, XLS, XLSX etc. Supported File Formats
- How do I report the issues if I am stuck?
Feel free to drop an email to support@saasant.com