Importing Customer List from other accounting program


How do I import my customer list from QuickBooks Online?


Set up a test Customer in Manager with all the required fields filled in and then Export to a spreadsheet.
Export your QB Customers to a spreadsheet and re-sort the order to match Test Customer profile.
In Manager - Customers use Batch Create to import the Customers.
Ensure you have matching column headings.

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Thanks. I’ll give it a go.