Importing customer lists into QuickBooks

You can import customer lists from text files or from Excel spreadsheets directly into QuickBooks using the Zed Axis software. Download and install the Zed Axis software on your computer.

  1. Open your QuickBooks company file as Administrator and open Zed Axis
  2. Select your text file or spreadsheet which contains the customer list that you want to import.
  3. Set up the a Mapping of the columns in your customer list import file to the corresponding fields in QuickBooks
  4. Click Import and your customers will be directly added to your QuickBooks company file:

For more information about importing customer lists into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support

Import customers

Notes

Credit Card Numbers - From QuickBooks 2008 and onwards credit card data exported from QuickBooks using Zed Axis will show partially masked this is in response to security requirements imposed by the card issuing and processing industry. 

 

 QuickBooks Field Type Description
Name  Str 41 MANDATORY - Name of the customer, (or job if a parent exists, not the FullName,  eg Project 101 where full name is ACME:Project 101
IsActive  Bool Whether enabled for use (values true or false)
ParentFullName  Str Name of the parent (eg for ACME:Project 101 the parent name is ACME)
CompanyName  Str 41 The name of the company
Salutation  Str 15 Mr. Mrs etc
FirstName  Str 25  First name of the customer
MiddleName  Str 5  Middle name of the customer
LastName  Str 25  Last name of the customer
BillAddress....  Str Bill to address block, see importing addresses for more information
BillNote  Str 41 Note that appears at the bottom of the bill to address block
ShipAddress...  Str Ship to address block, see importing addresses article for more information
ShipNote  Str 41 Note that appears at the bottom of the address block
Phone  Str 21 Phone number
AltPhone  Str 21 Alternative phone number
Fax  Str 21 Fax number
Email  Str 1023 Email address
Contact  Str 41 Contact name
AltContact  Str 41 Alternative contact name
CustomerType  Str 149 Customer Type as appear in QuickBooks list
Term  Str 31 Terms
SalesRep  Str 5 Sales reps intitial as appears in QuickBooks list
OpenBalance  Amt Opening balance
OpenBalanceDate  Date Opening balance date
SalesTaxCode  Str 3 Sales Tax Code for the customer (typically Tax or Non)
ItemSalesTaxCode  Str 31 Default Item sales tax code for the customer (eg San Tomas) must be on the item sales tax code in QuickBooks
SalesTaxCountry  Enum Country collecting the Tax (not supported in US edition), must match list of countries in QuickBooks, 
ReSaleNumber  Str 15 The cusotmers resale number
AccountNumber  Str 99 Account number for the customer
CreditLimit  Amt Customers credit limit
PreferredPayMethod  Str 31 Preferred payment method for the customer (must match payment method list in QuickBooks)
CreditCardDetails....  Str Credit card details see more
JobStatus  enum The status of the job, only the following values are accepted (None, Pending, Awarded, InProgress, Closed, NotAwarded
JobStartDate  date The date the job started
JobProjectedEndDate  date The date the job is predicted to end
JobEndDate  date The date the job ended
JobDesc  Str 99 The description for the job
JobTypeFullName  str 159 Type of job (must match list in QuickBooks) 
Notes  str 4095  Notes
PriceLevel  str 31  Price level assign to that customer or job (match Price Level list in QuickBooks)
Currency  str 64  Foreign currency, must match list in QuickBooks
Class   Class associated with the customer
Job Title   Job Title for the contact
CC Str 1023 CC email address
Contact Name Str 255 Additional contact name
Additional Notes Str 4095 Additional Notes
PreferredDeliveryMethod Enum Preferred Delivery Method
ShipToName Str Name of the additional ship to address ie Ship To Warehouse
ShipToAddr.....   Additional ship to address see more on how to import
ShipToNote Str Additional ship to address note
DefaultShipTo Bool Whether it should be used as the default ship to address (values true of false) 
TaxRegistrationNumber Str Customers tax registration number (Non-US QuickBooks versions only)

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