lrincker-agvance
Level 1

Can we import a customer list with account numbers. Can this be done?

My customer list requires customer account numbers and the list is very large. I need to import the customer account numbers with each customer. How can this be done?
MariaSoledadG
QuickBooks Team

Banking

I have another way for you to accomplish this in QuickBooks Online, Irincker.

 

At the moment, importing a customer list with account numbers isn't an option. You'll want to import the customer list first and manually enter the account number after. Alternatively, you can also use a third-party application that lets you import both sets of information. To search, type in a keyword on the search bar. Attached is a screenshot for your reference:

 

 

Furthermore, after you're able to successfully import customer information, learn how to run reports and customize them to get the data you need most. I've added this article for more information: Customize Reports in QuickBooks Online.

 

Let us know if you have any questions about importing the customer list and account numbers. We're always here to assist you further. Have a great day ahead.

plung
Level 6

Banking

@lrincker-agvance 

Which QBO Customer List field do you need to use to fill in for the customer account number?  Other number, Resale number, Notes or else?