Import your customer list

You can import your customers, suppliers, chart of accounts, trial balances, and products and services into QuickBooks.

If you use foreign currencies, make sure multicurrency is enabled before you import. How?

To import your customers:

  1. Click the Gear icon > Import Data.
  2. Click Customers.
  3. We recommend you click Download a sample file.

    4. Use the sample file as your template. Copy data from your original list into the appropriate columns in the sample file.

    You can also import a CSV file, such as a file exported from Outlooks contacts.

    What is a CSV file?Closed CSV ("comma separated values") is a common file format used for text files that contain tabular data. In CSV files, each field of text is separated by a comma, semi-colon, or other special character.

  4. When your file is ready, click Browse.
  5. Locate your file and select it. Click Next.
  6. Map your fields to QuickBooks fields. We made initial matches for you, but you can change them by choosing different fields from the dropdown lists. If you do not want to import data for a particular QuickBooks field, that is OK; just choose No Match.
  7. Click Next when you are satisfied with the mappings.

  8. Review the data that QuickBooks uploaded and make any changes you want directly in each field. If data appears in red, it has an error that you need to correct.

    You can un-check any rows you do not want to import.

  9. Click Import.

See also

How data import works

Import from an email program

Which contacts fields are imported? (customers and suppliers)