Click Open in New Tab (the icon looks like a square with a diagonal arrow).Click the Contacts icon from the right side of the screen.Importing customers from Gmail to QuickBooks Online If at any point you want to unlink your Gmail contacts from QuickBooks Online, select the Customer field drop-down arrow and click the paper clip icon. For that, you’ll need to import the entire list or add Gmail contacts manually. You’ll now be able to choose a Gmail contact as a customer in any transaction, but these customers aren’t permanently added to your QuickBooks Online contacts. Select Accept to sync your contacts from Gmail to QuickBooks Online.In the Customer field, click the drop-down arrow and select Add New. From your QuickBooks Online dashboard, select + New.You can either link Google contacts via Gmail or export customer contacts to QuickBooks Online the traditional way. When it comes to importing customer lists from Gmail to QuickBooks Online, there are two easy ways. Importing Gmail customer lists into QuickBooks Online QuickBooks has developed next-day payment features for ACH payments through its platform, so you can get paid much more quickly after invoicing. Modify the information, if necessary, and select Import.If the data is complete, you’ll see a checkmark. If any data is missing, you’ll see a warning sign.Navigate to your Excel spreadsheet and click Open.In the Select a CSV or Excel file to upload box, click Browse.Next, sign in to your QuickBooks Online account and follow these steps: The data you import maps to the invoicing details in QuickBooks. Save the file as an XLS or XLSX, and keep track of its location. Leave columns blank when you don’t have data available. If you’re creating a new spreadsheet, populate it with contact information. Make sure the columns in the first row of the spreadsheet have headers corresponding to customer data, such as Name, Email and Mobile Number. Open an existing Excel spreadsheet or create a new one, then follow these steps: Make sure your Excel customer spreadsheet is correctly formatted and mapped so you’re importing the correct data into the right fields. Importing Excel customer lists into QuickBooks Online We’ll explain how to import your customer lists into QuickBooks Online from common sources like Excel, Gmail and Outlook.Įditor’s note: Looking for the right accounting software for your business? Fill out the below questionnaire to have our vendor partners contact you about your needs. You’re able to move existing inventory, supplier and customer lists – as well as account charts – from other applications, so you don’t have to enter data by hand. If you’re using the QuickBooks Online cloud-based accounting solution, which is accessible via web browser, it’s fast and easy to import data. How to import customer lists in QuickBooks Online
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