Import customer lists into QuickBooks Online

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
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
Here is a Customers sample file that you can use to test
Import customers into QBO
Customer 2
QuickBooks Field Format Description
Given Name str 25  First name of the individual
Middle Name str 25 Middle name
Title str Title of the person
Family Name str 25 Family name of individual
Suffix str 10 Suffix of the name (ie Jr)
Display Name str 100 The name of the person or organization displayed in QBO, must be unique
Fully Qualified Name str MANDATORY - Full name of the customer,  (ie. Parent:Customer:Job), colon used as separator, last level must be unique
Company Name str 50 The name of the company or ogranization
Is Active bool Whether customer is enabled in QBO (true or false)
Primary Phone str 21 Primary telephone number
Alternate Phone str 21 Alternate telephone number
Mobile str 21 Mobile telephone number
Fax str 21 Fax number
Primary Email Addr str 100 Primary email address, must contain @ and be a standard email address format
Web Addr str 1000 Web site address
Default Tax Code Ref str Default teax code to apply to transactions, must match tax code in QBO
Taxable bool Whether transactions  for customer are taxable (true or false)
BillAddr....   Billing Address for the customer, more here
Ship Addr...   Shipping Address for the customer, more here
Notes str 2000 Notes on the customer
Sales Term Ref str Sales Terms for the customer (must match Sales Terms list in QBO)
Payment Method Ref str Payment method for the customer (must match Payment Method list in QBO)
Open Balance   Opening balance when creating customer
Open Balance Date Date Date to be used for the opening balance
Currency Ref Str 3
Currency to be used for transactions for this customer (must match currency ie United States Dollar,  Canadian Dollar, GBP, AUD, EUR)
Preferred Delivery Method Enum Preferred delivery method (possible values are Print, Email or None)
Resale Num str 15 Resale number or additional info


Add Feedback
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 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 at 12:03 AM)

Add Feedback