How to export and import customers list from and in quickbooks

In this tutorial we will see whether how we can Import and Export customers list in and from QuickBooks Desktop.

Anyhow, to import customers’ list in quickbooks, go to the customer center and click on “Excel” dropdown and select “Import from Excel” you can select the “Paste from Excel” option too both of these options will take us the same place and then click on “Yes”. Here is the customer we have added earlier.

Tutorial Instructions:

 

Anyhow, by clicking on the “View” Field dropdown, you can select whether what list of customers do you want to view. On the other hand…in the “List” dropdown field you can select whether what list do you want to import. At this point in time I am going to import Customers list that’s why I am not going to change it and if you already have a big list of customers, you can find one by writing his name in the “Find” Field or you can click on this icon for some advance search.

Anyhow, Here is the customers list that i want to import and on the excel file, I have fewer columns then the ones I see on the “Add/Edit Multiple List Entries” Window on quickbooks. Well, by clicking on this “Customize Columns” button we can either add or remove columns we don’t need, so that we can match the columns of this window with the excel file we have.

Now, I am removing the ones I don’t need, like prefixes, Fax, Alt Phone, and CC email, and adding the one I need which is “Customer Type”. Moreover we can position a column by moving up and down. Now the required columns have been matched and we can conveniently import our customers list…Now just copy the concerned column data from your excel file and paste it to the “Add/Edit Multiple List Entries” window.

Now, select your customer type one by one and if all the customers type is same then just right click and select “Copy Down” it will copy down that “customer type” to all. Now just check your data if you need to make even more changes and for the sake example I am duplicating one record and then click on “Save Changes”. Now, its informing that 8 customers record have been successfully added and found one with some issue which need to be taken care off before adding and when you look at the bottom, the QuickBooks is letting you know whether what issue it has found with this customer record.

So, since it was a duplicated record we can delete it instead of making any change and adding it to the list then just click on “Save Changes” and Select “active customers” on the “View field” and then close the window.

And here we have a nicely populated list of customers imported to the QuickBooks. Well, lets say we already have a huge customers list in QuickBooks which we want to export. So to export the customers list just select “Export Customers List” under the “Excel Dropdown” It will open a small pop up window where you will have 4 different options to select from to export the customer list. The first one is by “Create a new worksheet” which means, the list will be exported by creating a new workbook. The second one is by “Updating the existing Worksheet” here just select your worksheet and update it with the customers list. The third one is by “Replacing the Existing Worksheet” and exactly the same way just select your worksheet then replace it with the new customers list. And the last option is to export the list by creating a CSV file.

Well, I am selecting the first option which is exporting the customers list by creating a new worksheet and then click on Export it will take a few seconds to export the customers list and here you can see that the customers list has been exported and we can just save the file and since it’s a macro enabled workbook we can just save it by allowing it to save it  as macro free workbook.

And now we have just exported the customers list.