Import customer lists into QuickBooks Online

Overview of importing Customers

In QuickBooks Online customers lists are used to store the details of individuals and companies that you sell product and services to. You can import customers lists from text, Excel and IIF files into QuickBooks Online using Zed Axis. The benefits of using Zed Axis as opposed to importing directly into QBO include:
  • Import Customer with Jobs up to five levels deep (ie. Parent:Customer:Job:Sub Job:Sub Job )
  • Import many more fields such as Shipping Address, Sales Terms, Payment Methods, Currency and Delivery details
Need to import projects into QuickBooks?  This is possible but you need to first import as Jobs (sub-customers) then you can use the QuickBooks Online Job to Project conversion process.

Steps to import customers

To import using Zed Axis please follow these steps:
  1. Open Zed Axis and connect to your QuickBooks Online company file
  2. Once connect click on the Import module
  3. Open the Excel, text or IIF file that contains the Customer details that you want to import into QuickBooks Online.
  4. Next create a map between the columns in your import file and the corresponding fields in QuickBooks, for more information on the fields refer to the table at the end of this article.
  5. Finally click the Import button and Axis will import the customers and details directly into QuickBooks Online

More help?

Here is a Customers sample file that you can use to test

Where the fields appear in QuickBooks Online

 
Import customers into QBO
Customer 2

Detailed description of the fields you can map to

QuickBooks FieldFormatDescription
Given Namestr 25 First name of the individual
Middle Namestr 25Middle name
TitlestrTitle of the person
Family Namestr 25Family name of individual
Suffixstr 10Suffix of the name (ie Jr)
Display Namestr 100The name of the person or organization displayed in QBO, must be unique
Fully Qualified NamestrMANDATORY - Full name of the customer,  (ie. Parent:Customer:Job), colon used as separator, last level must be unique
Company Namestr 50The name of the company or organization
Is ActiveboolWhether customer is enabled in QBO (true or false)
Primary Phonestr 21Primary telephone number
Alternate Phonestr 21Alternate telephone number
Mobilestr 21Mobile telephone number
Faxstr 21Fax number
Primary Email Addrstr 100Primary email address, must contain @ and be a standard email address format
Web Addrstr 1000Web site address
Default Tax Code RefstrDefault teax code to apply to transactions, must match tax code in QBO
TaxableboolWhether transactions  for customer are taxable (true or false)
Bill Addr.... Billing Address for the customer, more here
Ship Addr... Shipping Address for the customer, more here
Notesstr 2000Notes on the customer
Sales Term RefstrSales Terms for the customer (must match Sales Terms list in QBO)
Payment Method RefstrPayment method for the customer (must match Payment Method list in QBO)
Open Balance Opening balance when creating customer
Open Balance DateDateDate to be used for the opening balance
Currency RefStr 3
Currency to be used for transactions for this customer (must match currency ie United States Dollar,  Canadian Dollar, GBP, AUD, EUR)
Preferred Delivery MethodEnumPreferred delivery method (possible values are Print, Email or None)
Resale Numstr 15Resale number or additional info
 

Feedback

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I am trying to import a Customer List and all fields map except for the BillState. The values of the field have been CA and NV, so they are formatted correctly. All other fields in the file import except for this one and there is no error on the import log.
Cira Jones (April 25, 2016 at 1:12 PM)
Hi Cira, We have updated version 12 of Zed Axis and this issue is now resolved.
Steve (May 2, 2017 at 6:45 AM)
If I already have the Customer/Job names loaded but just want to import other related data to that customer is that possible?
Nathan Benn (July 14, 2019 at 3:44 PM)
Yes you can add or update the Customer details as long as you use the Fully Qualified Name to match up to the correct existing Customer in QuickBooks Online.
Steve (July 18, 2019 at 12:03 AM)

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