You can import customer information to easily add information about multiple customers in a single operation.
You can import customer information from QuickBooks (PC or Online) or Peachtree after saving customer information from either of those programs in Excel format for import. Alternatively, you can create a generic spreadsheet in Excel, enter customer data into the spreadsheet, and import the information.
The generic Excel spreadsheet contains the following columns, indicating the information imported for each customer:
§ Customer Number: Sets an identifying number for the customer, used on a number of reports.
§ Name: Provides the name of the customer.
§ Address 1, Address 2, and City, State, Zip: Indicates the billing address of the customer.
§ Contact: Indicates the name of the contact person for the customer.
§ Telephone, Fax, and Email: Indicates the telephone and fax numbers and email address of the customer.
§ Sales Tax State and Sales Tax County: Specifies the name of the state and, if applicable, county for which sales tax is computed for this customer.
§ Tax Rate: Indicates the sales tax rate the computed on the customer's purchases.
§ Sales Representative: Specifies the name of the customer's sales representative. Sales representatives can include employees and vendors who have been designated as sales representatives
§ Is Inactive: Indicates whether the customer record is inactive, to designate the customer as unavailable when entering invoices or payments.
§ Taxable: Specifies whether the customer is a taxable entity. True indicates the customer is taxable, False indicates the customer is tax exempt.
§ Balance: Identifies the amount owed by the customer (or the customer's balance due) as of the creation of the spreadsheet.
When you create a spreadsheet to import customer information, do not remove any of the columns, even if they do not contain data.
To import customer information:
1. Prepare the source file.
If you are importing customer data from QuickBooks or Peachtree, log into the application from which you are importing and prepare the file to import:
§ From QuickBooks, export the Customer Contact List report to an Excel spreadsheet.
§ From Peachtree, export the Accounts Receivable, Customer List to Excel.
To prepare a generic Excel spreadsheet, select Customer Center from the Sales menu to open the Customer Center tab, select the Customer List tab, and click the Excel button to open a pre-formatted spreadsheet into which you can enter customer information. Be sure to save the spreadsheet as an Excel workbook.
Once the source file has been prepared, you can perform the import operation.
2. On the Customer Center screen, select the Customers tab.
3. Click Import and select the type of source file you prepared from the drop-down list.
You can select QuickBooks or QuickBooks Online, Peachtree, or Generic Excel.
The Import Customers dialog appears.
4. Click Browse, navigate to the source Excel file you saved, and double-click it to select it in the Import Customers dialog.
Alternatively, click and drag the Excel spreadsheet from your file explorer and drop it into the Import Customers dialog.
5. Click OK to begin the import operation.
You are prompted when the import operation finishes.
6. Select the Customer List tab on the Customer Center screen to review the imported customer records in the Customer List.
If necessary, you can click the customer name to open any record on the Customers tab to edit or delete the imported information.
For example, you can delete duplicated customers, or edit a customer's record to correct incorrect information, add an revenue account, or make a customer inactive.