You cannot start invoicing (and earning money) til you have contacts to invoice. You can include contacts one at a time, however if you simply come with an existing file filled with contact details, you’ll save a lot of time by importing your clients.
We’ve damaged the procedure lower into 7 simple steps.
Table of Contents
Import Your Clients
To import your clients, begin by visiting Customers>Customer Center>Excel>Import from Stand out.
Note: QuickBooks Pro recommends creating a backup company file before importing your clients.
Step One: Select Customers
You’ll automatically get to screen that asks if you are importing “Customers,” “Vendors,” or “Products I sell.”
Next automatically get to a screen that appears such as this:
Note: In case your Stand out file has already been formatted like QuickBooks Pro’s Customer Import template, skip this task and click on the “Advanced Import” section around the right-hands side from the screen to complete your import.
If this sounds like the first import (or you haven’t disabled this message), you will see a popup box warning that you simply can’t undo imported information. Take it easy. Just click “yes” to carry on importing your contacts.
Step Two: Copy Your Customer Data
Next, it’s important to copy the information out of your existing Stand out file (ours is around the right) and paste it in to the QuickBooks Stand out template file (around the left).
Should you hover more than a cell, QuickBooks Pro provides you with instructions on which kind of information ought to be incorporated there. You’ll also find a good example of how you can format each cell over the column headings.
It can save you the next customer information in QuickBooks:
- Business Name
- Display As
- Street 1
- Street 2
- Alternative Phone
- Account Number
Step Three: Resolve Any Issues
Before you decide to complete the import process, make certain there aren’t any errors inside your file. If there’s a problem, QuickBooks Pro will place a message within the error box on top left-hands side from the file along with a red warning triangular on the problematic cell.
Even when there’s a mistake, QuickBooks will explain what’s wrong and the way to repair it.
Step Four: Click “Add my Data Now”
Once all your information is joined properly, click on the “Add My Data Now” Button.
Step Five: Save Changes
Because we haven’t saved the alterations we designed to our QuickBooks Stand out template, we’ll have to save them now. Click “Save & Add My Data Now.” (Should you click “I’ll Add My Data Later” you’ll lose how well you’re progressing.)
You will need in order to save the file on your pc.
Step Six: Choose the Appropriate File
Once you save the document, the saved document should instantly come in this area below. Otherwise, click “Browse” and choose the right file.
Step 7: Import Your File
Click on the blue “Add My Data Now” button at the base from the screen.
You should then automatically get to a screen that appears such as this:
Now your contacts happen to be effectively imported! You will see your customer list or return to the client Center to determine the proof on your own.
For those who have any troubleshooting issues, take a look at the QuickBooks Community or call QuickBooks directly. For those who have any more questions, leave a remark below and we’ll do our very best that will help you.
Keep watching our QuickBooks Pro 101 series to learn to import your vendors and products next.