Importing Customers From Another Program
Overview
QuickBooks accounting software provides its users with the process of easily importing customer lists or retrieving customers’ data from another program. It helps users in creating a new spreadsheet of their customers. You can also import customer list from excel and from another program by easily exporting your documents into another format. QuickBooks works to maintain data safe file importing it from different sources like excel into your financial software.
Steps To Imports Customers From Another Program
- First, go to the File menu and open the file that you want to import in excel or in any other spreadsheet editor using the given type name, salesperson, prefix, primary and secondary address, contact information, title, and account.
- Then saves the updated files as ‘. CSV’.
- Now go to the Tools menu, then select the address book.
- From minimizing button option, at the right corner of the address book window.
- Now from the file menu option, choose the ‘import’ option, and then select addresses.
- Now you need to select comma, next click browses. Browse. CSV file that created by you.
- Click ‘ok’ and go next. Under matching import fields, click the field and select the matching file, in the contact fields.
- Click to preview for above edit data, then click ‘ok’ from done with importing customers.
Advantages Of Importing Customers From Another Program
- It saves time in editing transactions/data
- QuickBooks helps to reduce mistakes and protect from any loss of information.
- Provides auto-downloaded print and other information in order to maintain records of each imported customer.
- QuickBooks helps its users with regular updates and provides an option to edit details of imported customers.
