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 FieldTypeDescription
Name Str 41MANDATORY - Name of the customer, (or job if a parent exists, not the FullName,  eg Project 101 where full name is ACME:Project 101
IsActive BoolWhether enabled for use (values true or false)
ParentFullName StrName of the parent (eg for ACME:Project 101 the parent name is ACME)
CompanyName Str 41The name of the company
Salutation Str 15Mr. 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.... StrBill to address block, see importing addresses for more information
BillNote Str 41Note that appears at the bottom of the bill to address block
ShipAddress... StrShip to address block, see importing addresses article for more information
ShipNote Str 41Note that appears at the bottom of the address block
Phone Str 21Phone number
AltPhone Str 21Alternative phone number
Fax Str 21Fax number
Email Str 1023Email address
Contact Str 41Contact name
AltContact Str 41Alternative contact name
CustomerType Str 149Customer Type as appear in QuickBooks list
Term Str 31Terms
SalesRep Str 5Sales reps intitial as appears in QuickBooks list
OpenBalance AmtOpening balance
OpenBalanceDate DateOpening balance date
SalesTaxCode Str 3Sales Tax Code for the customer (typically Tax or Non)
ItemSalesTaxCode Str 31Default Item sales tax code for the customer (eg San Tomas) must be on the item sales tax code in QuickBooks
SalesTaxCountry EnumCountry collecting the Tax (not supported in US edition), must be either Canada, Australia or UK
ReSaleNumber Str 15The customers resale number
AccountNumber Str 99Account number for the customer
CreditLimit AmtCustomers credit limit
PreferredPayMethod Str 31Preferred payment method for the customer (must match payment method list in QuickBooks)
CreditCardDetails.... StrCredit card details see more
JobStatus enumThe status of the job, only the following values are accepted (None, Pending, Awarded, InProgress, Closed, NotAwarded
JobStartDate dateThe date the job started
JobProjectedEndDate dateThe date the job is predicted to end
JobEndDate dateThe date the job ended
JobDesc Str 99The description for the job
JobTypeFullName str 159Type 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
CCStr 1023CC email address
Contact NameStr 255Additional contact name
Additional NotesStr 4095Additional Notes
PreferredDeliveryMethodEnumPreferred Delivery Method
ShipToNameStrName of the additional ship to address ie Ship To Warehouse
ShipToAddr..... Additional ship to address see more on how to import
ShipToNoteStrAdditional ship to address note
DefaultShipToBoolWhether it should be used as the default ship to address (values true of false) 
TaxRegistrationNumberStrCustomers tax registration number (Non-US QuickBooks versions only)

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How can I add multiple classes for the same customer?
Yoni Liani (May 31, 2018 at 7:42 PM)

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