SophiaAnnL
Moderator

Getting started

@Rustler  is right, ian-dobbie1. You can change the mapping to import the file.

 

It's possible that the file uses Name instead of Company in the QuickBooks Online Field section. We can change that setting so you can successfully import your customer list.

 

Here's how:

  1. Click the Gear icon in the upper right-hand corner of the Dashboard.
  2. Under Tools, select Import Data.
  3. In the Import Data page, select Customers.
  4. Browse the file that you saved, and then click Next.
  5. In the Map your fields to QuickBooks fields page, choose Company in the Name drop-down arrow below Your Field (see screenshot).
  6. Click Next.
  7. Review the file, and then click Import (see screenshot).

If you get the same result, I'd suggest downloading a sample file on the Upload page of the import process. From the downloaded Excel file, modify the fields by entering the company name in the Name field.

 

These are the steps I took to import the file the same way you want. If you have questions along the way, just let me know. ThanksCapture2.PNGCapture3.PNG