I had a customer who was always very busy with meetings. She doesn’t even have times to create the name list in QuickBooks. She asked me whether QuickBooks allowed her to import those customer and supplier name list from a spreadsheet.
What are those things that can be imported into QuickBooks?
At user level, QuickBooks does allow you to import list item such as:
- Chart of account list
- Customer:job list
- Supplier name list
- Employee list
- Item list
During the implementation stage, creating of name and item list usually takes up most of the time. By importing list item it helps to reduce the implementation time and focus on your day-to-day operational task such as invoicing and enter bills.
How to import?