Importing Customers and Vendors from QuickBooks

The standard QuickBooks export produces a file with limited data and merged fields in a single cell.  To produce a usable file with optimal data, please follow the following steps:
 
Customer Export
  • From QuickBooks, open Reports>Customers & Receivables>Customer Contact List
  • Click the Customize Report button
  • Make sure the following fields are checked:
  • Customer
  • Company
  • First Name
  • Last Name
  • Main Phone
  • Alt Phone
  • Fax
  • Primary Contact
  • Bill to
  • Street 1
  • Street 2
  • City
  • State
  • Zip
  • Country
  • Main Email
  • Rep
  • Click OK to save
  • Click the Excel button to Create New Worksheet
 
Vendor Export
  • From QuickBooks,  open Reports>Vendors & Payables>Vendor Contact List
  • Click the Customize Report button
  • Make sure the following fields are checked:
  • Vendor
  • Company
  • First Name
  • Last Name
  • Main Phone
  • Fax
  • First Name
  • Last Name
  • Primary Contact
  • Bill From
  • Bill From Street 1
  • Bill From Street 2
  • Bill From City
  • Bill From State
  • Bill From Zip
  • Bill From Country
  • Main Email
  • Click OK to save
  • Click the Excel button to Create New Worksheet