How to Manually Import Customer Data into Quickbooks

There can be a situation where customers were already in Quickbooks, then set up in SMARTSystem, and the import tool had the "Bypass updating..." checked so nothing gets updated in the customer's Quickbooks record. If new customers are being created by importing invoices only, that will also create the situation of missing data as well. There may be other reasons, but the problem still remains that the SMARTSystem's customer record has more data than their record in Quickbooks.

SMARTSystem will export any customer changes during the End of Day process. All of those changes will be written into a Customer file, and the Complete file, once EOD is done.

Without having to make changes in several customer records in SMART, how does a person update the customer records in Quickbooks? By using the process described below:

Click on File > Utilities > Import > Excel Files

This screen will display:

The import screen will come up with its default columns. These can be removed or added to by clicking on the Customize Columns button located in the top-right side of the screen:

Select the column name and click either Add or Remove:

Once completed, click the “Okay” button. You will be returned to the import screen and may now copy/paste, or type, any missing data into your customer records.

When complete, click on Save Changes, located on the bottom-right of the window: