Importing Customer Info from quickbooks

[pcrs_tech]

Hello,

I have been using QuickBooks Online to process payments, manage expenses and so on. I now want to use Square for accepting Payments. Is there a simple way to export my customers from QuickBooks Online and send them right to square?

Thanks,

[Chad]

Hello @pcrs_tech! 

I'm not sure what information you can export from QuickBooks Online, but we do have the ability to import customer information via a CSV file.

Currently you can import a customers first name, last name, company name, email address, phone number, and mailing address. 

Right now the Customer Directory does not support importing customers transaction history, or credit card information. 

[pcrs_tech]

Hey @Chad! Thanks for the reply. I ended up doing an import by .CSV

This will take some getting used too compared to QBO and the way invoices/Discounts work.

[chrismktplace]

How do I import my list of customers? I have been trying to do it to the template you have in the system but when I put import, nothing shows in the file.

[Joe]

Hi there, @chrismktplace! Thanks for reaching out to us here on the Seller Community. So sorry for the trouble you are having with your import!

One clarifying question - are you importing directly from Quickbooks or are you importing through a CSV or Excel file? Also, can you clarify what you are experiencing with your file? - is the file empty when you select to upload?

I will keep an eye out for your response!