Which contacts fields are imported?

For customer or vendor lists, the following fields are imported:

FIELD DESCRIPTION RESTRICTIONS
Full Name Name of customer or contact. The first, middle and last name must appear in a single column or field before importing.
  • At least one of the name fields in the originating file must contain a name
  • A name cannot exceed 100 characters
  • A name cannot include a tab, newline, colon (:) or quotation mark (")
  • Names must be unique between your contact lists - Employee, Customer and Vendor.
Company Name of company. Limit of 50 characters
Email   Cannot contain spaces, and must contain an at sign (@) and a period (.) (for example, your_name@business.com); can have maximum 100 characters
Phone   No formatting restrictions; limit of 21 characters
Mobile   No formatting restrictions; limit of 21 characters
Fax   No formatting restrictions; limit of 21 characters
Website   Must be in a valid URL format (for example, http://www.website.com); limit of 1000 characters
Street   Limit of 2000 characters
City   Limit of 255 characters
State   Limit of 255 characters
ZIP code   Limit of 30 characters
Country Leave blank to accept your home country. Limit of 255 characters
Opening Balance

Balance of the account as of the Opening Balance Date, in the account's currency.

Optional.
  • Must be numeric, with a maximum of 18 digits
  • Can contain a comma or period

  • Can be blank, negative, or null (0.00)

  • Cannot contain special characters
Opening Balance Date

The date the opening balance was valid.

Optional.

 Must be in a date format that matches company default date format (for example, 01/01/2012).
Resale Number (customers) or Tax ID (vendors) Optional.

The Resale Number (for customers) has a limit of 16 characters.

The Tax ID (for vendors) has a limit of 20 characters.
Currency  

If Multicurrency is enabled, a Currency column will appear on your imported spreadsheet.

QuickBooks cannot import currencies directly from your Excel or Outlook contact list; by default your home currency is assigned to all customers and vendors. To change a currency during the review stage of the import, simply click in the currency column and choose the currency you want to associate with that contact.

 

Tips


See also

Download a sample file to use as a template

Errors while importing contacts