Uploaded on Sep 27, 2021
QuickBooks keeps track of all your customers and their information. The Customer List in QuickBooks keeps track of customer’s billing and shipping addresses. Let's find out how to import a customer list into QuickBooks Pro.
How to Import a Customer List into QuickBooks Pro?
HOW TO IMPORT A
CUSTOMER LIST INTO
QUICKBOOKS PRO?
By Dancing Numbers
You know QuickBooks keeps track of all your customers and
their information. The Customer List in QuickBooks keeps track
of customer’s billing and shipping addresses.
If you don’t know how to import a
customer list into a QuickBooks Pro,
then you don’t need to worry at all.
You are at the right place. In today’s
PPt, you will learn how to import data
into your QuickBooks Pro account.
There is a method for
importing the customer list in QuickBo
oks by using an Excel spreadsheet
.
• When upgrading from an
Reasons to older version of QuickBooks to a newer version.
import your • Data migration from
customer list in QuickBooks desktop to
your QuickBooks QuickBooks Online.• You have customer list data
pro online that you want to enter into
account your QuickBooks account,
and other things.
The following are the
steps to import the file:
• Launch the QuickBooks Pro software.
• Then select the file menu.
• Select the open utilities a second time.
• More on the import after the click.
• Excel files can be opened by right-clicking them.
• When the windows for editing or adding multiple
list entries appear.
• Then, on the new button, click.
• Wizard is opened up for importing files, so follow
these steps on the next slide,
• First, select the type of data you want to import.
• The QuickBooks opens the already formatted
file.
• Enter the information that you wish to obtain.
• After finishing the information, click on save to
save the file.
• Close the file after it has been saved.
• You also have the option to add my data now.
Examine all of the results, and then look at the
data in QuickBooks.
• After completing the preceding steps, click on
the close button.
You can use the same process to import any
additional customers and then return to the
window to add customers from an excel file to
QuickBooks.
We hope the above-mentioned steps
assist you in
importing a customer list into Quick
Books pro
. If you have any questions about
how to import a customer list into
QuickBooks or if you get stuck in the
middle of a step, you can always
contact our experts. We have a
highly skilled team that can provide
you with all of the assistance and
services you require. You will receive
the best possible assistance in
resolving your issues as soon as
possible.
Do you have any questions?
For any other queries related to this
or about QuickBooks Desktop or
Online then,
[email protected]
www.dancingnumbers.com
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