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Other questions
Thanks for the response, Isaiah58NH.
Allow me to chime and point you in the right direction about importing customer’s billing and shipping addresses fields.
Mapping helps check which fields in your Excel file correspond to the ones in your company. Currently, QuickBooks is designed not to import the information mentioned above.
As mentioned by @Kirill - CloudBusiness LLC and @AldrinS, you can use a third-party application to transfer the addresses fields into your account.
Yes, you can perform the import and mapping of inside the product. To see how the Excel file should look, you can use our sample file and download it in your QBO company.
To open the file, click on this link and go directly to Step 2. Make sure to select Customer Contact List.
Once you're ready to download the information, please follow these steps to do this task. Here's how:
- Go to the Gear icon at the top, then choose Import Data.
- On the Import Data page, select Customers.
- On the Import Customers page, click on the Browse button.
- Select the Excel file you want to import.
- Click Open, then choose Next.
- In the Map your fields to QuickBooks fields section, check the mapping of the information and click on Next.
- Review the information, then select Import.
I'm adding an article with detailed information about the major features available in QBO: Tutorials.
The information I provided should help you move forward.
If there's anything else I can help you with, leave me a comment below. Please know I'm always around to assist further. Wishing you the best.