Importing Customer List from other accounting program

1

Hi

How do I import my customer list from QuickBooks Online?

Clare

2

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.

1 Like
3

Thanks. I’ll give it a go.

Clare