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M
mahalo111
April 16, 2024
Question

Thanks in advance! Am I able to export my customer information to excel, make necessary changes and import again into quickbooks online?

  • April 16, 2024
  • 1 reply
  • 19 views
No text available

1 reply

C
CarlModerator
Moderator
April 16, 2024

Hi there, mahalo. Allow me to help you export and import customer information in QuickBooks Online (QBO).

 

Yes, you can export customer information to Excel, make necessary changes, save the file in a required format, and then import it back to QBO.

 

If you want to export customer data from the Customers page, you can export information such as Name, Company, Complete Address, Phone number, Email Address, Attachment, Open balance:

 

  1. Go to the Sales tab and select Customers.
  2. Look for the icon located next to the Print icon and click on it.
  3. Then, it lets you export to Excel.

 

Before importing customer information, carefully review and verify the data. Save the file in CSV, XLSX, or Google Sheets format and ensure files are under 2MB or 1000 rows. If the file is larger than the limit, let's split it into multiple files.

 

If you're ready to import, follow these steps to proceed:

 

  1. Sign in to your QBO account.
  2. Go to the gear icon and select Import Data.
  3. Select Customers.
  4. Choose the file you saved earlier, and follow the on-screen steps to import.

 

For more information, please refer to this article: Import customers or vendors from email contacts to QuickBooks Online.

 

Furthermore, you can learn how to send statements that show your customers summaries of their invoices, payments, credits, and balances by checking out this article: Create and send customer statements in QuickBooks Online.

 

Please keep us posted if you require further assistance with import and export or any QuickBooks-related queries. I'm here to lend a hand. Take care.

M
mahalo111Author
April 17, 2024

Thank you so much for this information Carl, I think it will save me a lot of time updating my customer accounts. I just wanted to ask for clarity that changing this information won't affect the sales history for existing customers. I assume not as long as we don't change the customer name? 

S
Shania_CQuickBooks Team
QuickBooks Team
April 17, 2024

Hello there, mahalo111.

 

Allow me to jump in. Yes, certainly you are right that changing information for a customer account in QuickBooks Online will not affect existing customer sales history as long as the customer name remains unchanged.

 

Moreover, please note that when importing contacts from a spreadsheet, it is important to ensure that each entry in the Name field is unique. This applies to files exported from Google Sheets, Excel, and CSV formats. It is essential to avoid having multiple vendors, customers, or employees with the same name, as this can cause confusion and errors in your contact list.

 

You can also check this article to learn how to add, edit, delete, or merge customers in QuickBooks Online: Add and manage customers in QuickBooks Online

 

Thanks for coming to the Community. I look forward to being able to help you with your concerns about managing your customers in QuickBooks Online. Have a great day.

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