If you have more than a handful of customers, you may want to consider importing your customers into QuickBooks instead of manually entering them. You can import all of your customer details from a CSV file into QuickBooks. This template can be found here: https://github.com/PacktPublishing/Mastering-QuickBooks-2021-Second-Edition/blob/main/Chapter06/QuickBooks_Online_Prod%20and%20svs%20import%20template.xls.
Follow these steps to import customers into QuickBooks Online:
- Navigate to Customers by selecting Invoicing from the left-hand menu bar and then Customers, as shown in the following screenshot:
- Click the drop-down arrow next to the New customer button and select Import customers, as shown in the following screenshot:
- Click the Browse button to upload the CSV file from your computer, as shown in the following screenshot:
Click on the blue link to download the sample file (shown in the preceding screenshot). This file includes...
