The important step in the import is to map your file headers to the QuickBooks field in Step 3 of the import. Step 4: Click Import and your customers will be directly added to your QuickBooks company. Step 3: Set up the mapping of the columns in your customers import file to the corresponding fields in QuickBooks (Refer below Section). Step 2: Select the QuickBooks entity as Customers. Step 1: Select your file and spreadsheet which has the customers that you want to import. To import customers into QuickBooks Online using the SaasAnt Transactions (Online) application, follow the steps belowĬlick on the " Upload File" Menu and upload your file. Importing Customers into QuickBooks Online: You can import customers from text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.Ĭonnect your QuickBooks Online account to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button and get the 30 days free trial. Import Customer List into QuickBooks Online
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