Importing customer lists into QuickBooks

You can import customer lists from text files or from Excel spreadsheets directly into QuickBooks using the Zed Axis software. Download and install the Zed Axis software on your computer.

1. Open your QuickBooks company file as Administrator and open Zed Axis
2. Select your text file or spreadsheet which contains the customer list that you want to import.
3. Set up the a Mapping of the columns in your customer list import file to the corresponding fields in QuickBooks
4. Click Import and your customers will be directly added to your QuickBooks company file:

For more information about importing customer lists into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support

QuickBooks Field	Type	Description
Name	Str 41	Name of the customer, or job if a parent exists, not the FullName, Mandatory field
IsActive	Bool	Whether enable for use (true or false)
ParentFullName	Str	Name of the parent fullname if it is a job,
CompanyName	Str 41	The name of the company
Salutation	Str 15	Mr. Mrs etc
FirstName	Str 25	First name of the customer
MiddleName	Str 5	Middle name of the customer
LastName	Str 25	Lastname of the customer
BillAddress....	Str	Bill to address block, see importing address article for more information
BillNote	Str 41	Note that appears at the bottom of the address block
ShipAddress...	Str	Ship to address block, see importing address article for more information
ShipNote	Str 41	Note that appears at the bottom of the address block
Phone	Str 21	Phone number
AltPhone	Str 21	Alternative phone number
Fax	Str 21	Fax number
Email	Str 1023	Email address
Contact	Str 41	Contact name
AltContact	Str 41	Alternative contact name
CustomerType	Str 149	Customer Type as appear in QuickBooks list
Term	Str 31	Terms
SalesRep	Str 5	Sales reps intitial as appears in QuickBooks list
OpenBalance	Amt	Opening balance
OpenBalanceDate	Date	Opening balance date
SalesTaxCode	Str 3
ItemSalesTaxCode	Str 31
SalesTaxCountry	Enum	No supported in US edition, must match list of countries in QuickBooks
ReSaleNumber	Str 15
AccountNumber	Str 99
CreditLimit	Amt
PreferredPayMethod	Str 31
CreditCardDetails....	Str	Credit card details
JobStatus	enum	Status of job, none, pending, awarded, In progress, Closed, Not awarded
JobStartDate	date
JobProjectedEndDate	date
JobEndDate	date
JobDesc	Str 99
JobTypeFullName	str 159	Type of job must match list in QuickBooks
Notes	str 4095	Notes
PriceLevel	str 31	Price level assign to that customer or job
Currency	str 64	Foreign currency, must match list in QuickBooks

 

Article ID: 134, Created On: 10/21/2011, Modified: 10/21/2011