How Many Customers Can You Upload Into Quickbooks Online

How to Import Customer Listing into QuickBooks Online (U.S)?

Modified on: Thu, 5 Nov, 2020 at xi:41 PM

Import Customer List into QuickBooks Online

Y'all can import customersfrom text files or Excel spreadsheets direct into QuickBooks Online using SaasAnt Transactions (Online) software.

Pre Requisites:

Connect your QuickBooks Online  a ccount to SaasAnt Transactions (Online) App from QuickBooks AppStore  by clicking the "Get App Now" button and get the thirty days free trial [No credit bill of fare required].

Importing Customers into QuickBooks Online:

To import customers into QuickBooks Online using the SaasAnt Transactions (Online) application, follow the steps below

Click on the "Upload File" Card and upload your file.

Step 1: Select your file and spreadsheet which has the customers that y'all desire to import.

Step 2: Select the QuickBooks entity equally Customers.

Step three: Set up upwardly the mapping of the columns in your customers import file to the corresponding fields in QuickBooks (Refer below Section).

Footstep 4: Click Import and your customers will be straight added to your QuickBooks company.

The of import footstep in the import is to map your file headers to the QuickBooks field in Footstep 3 of the import. Some key steps below:

• Y'all need to map your file headers to "SaasAnt  Transactions (Online)" fields. This mapping will enable us to import your transactions properly in to QuickBooks company.
• In the mapping screen, we have the "Preview Mapping" button which can assistance you to visualize your current mappings as per the QuickBooks screen with your file headers.
• Please refer basics of field mappings for more info. If you have any defoliation or doubts, feel free to drop an email to back up@saasant.com.

SaasAnt Transactions (Online) Fields

Field Name	Format	Description
Title	Characters	Title of the Client.
Company	l Characters	The proper noun of the company associated with the Client or organisation.
First Name	25 Characters	Given name or beginning proper name of the Customer.
Centre Proper name	25 Characters	Centre name of the Customer.
Concluding Name	25 Characters	Family name or the final name of the Customer.
Suffix	10 Characters	Suffix of the name.
Display Name As	100 Characters	The name of the Client or arrangement as displayed in QuickBooks Online. This must be unique beyond all other customers, employees, vendors, and other names.  Or Project Name
Print On Bank check As	100 Characters	Proper name of the Customer or organisation as printed on a check. If it not provided, this is populated from Display Name.
Customer Blazon	100 Characters	Type of the customer Ex: Premium, Basic
Is Project	Boolean	TRUE: If it is a Project
Billing Address Line 1	500 Characters	Starting time line of the Billing Address.
Billing Address Line 2	500 Characters	Second line of the Billing Accost.
Billing Address Line 3	500 Characters	Third line of the Billing Accost.
Billing Accost City	255 Characters	City Name.
Billing Address Postal Code	31 Characters	Postal code (Nothing code for USA and Canada).
Billing Accost Country	255 Characters	Proper name of the country.
Billing Address State	255 Characters	Region within a country. Ex: State Proper name for USA, Province proper noun for Canada.
Shipping Address Line 1	500 Characters	First line of the Shipping Address.
Shipping Address Line 2	500 Characters	Second line of the Shipping Address.
Aircraft Address Line 3	500 Characters	Third line of the Shipping Address.
Shipping Address City	255 Characters	Urban center Name for Shipping Address.
Shipping Address Postal Lawmaking	31 Characters	Postal code (Zip lawmaking for United states and Canada) for Aircraft Accost.
Shipping Address Country	255 Characters	Name of the land for Shipping Address.
Shipping Address Country	255 Characters	Region within a land. Ex: State Proper noun for U.s., Province proper name for Canada.
Phone	21 Characters	The telephone number in free grade.
Mobile	21 Characters	The Mobile number in free course.
Fax	21 Characters	The fax machine number in free grade.
Other	21 Characters	Other contact information.
Website	1000 Characters	Web Site URL.
Email	100 Characters	Email address.
Terms	Characters	Reference to a term associated with the Client.
Preferred Payment Method	Characters	Preferred delivery method.
Tax Resale No	xv Characters	Resale number of the customer.
Tax Code	Characters	Default tax code of the client.
Preferred Delivery Method	Characters	Preferred delivery method.
Bill With Parent	Boolean	If TRUE, this Customer is billed with its parent. If Faux or Naught, the customer is not billed with its parent.
Parent Client Name	Characters	The immediate parent of the Customer. Or Customer name associated with the Project
Balance	Decimal	The open balance corporeality or the amount unpaid by the customer.
Open Balance Engagement	Date	Date of the Open Residual.
Notes	2000 Characters	Free grade text describing the Customer.
This client is taxable	Boolean	If TRUE, transactions for this Client are taxable.
Currency Code	Characters	Currency Code for customer transactions.

Possible Failures & Troubleshooting Tips

Invalid Enumeration for Preferred commitment method.

Please update the Preferred Delivery Method with following values:

Impress, Email, None

The proper name supplied already exists. Another client, vendor or employee is already using this proper name. Delight use a different name.

This client is already available in QuickBooks with given "Display Proper name". If you want to continue with same customer,please alter the "Display Name"

This error may appear if y'all have tried to upload parent client & sub-customer in same file. Please proceed the upload with the error, Sub-customers will exist created automatically.

Multi Currency should exist enabled to perform this operation.

If you lot try to create a customer with the currency other than your habitation currency,y'all will get this error. Please enable Multi Currency Support in your QuickBooks Online Company.

For sub-customers, you lot must select the aforementioned currency as their parent.

Delight update the currency field with parent customer's currency.

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Source: https://support.saasant.com/support/solutions/articles/14000053140-how-to-import-customer-list-into-quickbooks-online-u-s-

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