Import clients from QuickBooks Desktop

Importing from QuickBooks Desktop

QuickBooks Desktop clients are moved into Fieldified through a CSV client import.

For QuickBooks Online, use the connected synchronization workflow to reduce duplicate customer records.

Generate the report

In QuickBooks Desktop:

1. Select Reports.
2. Select Customers & Receivables.
3. Select Customer Contact List.

Columns

Select Customize Report, then include the required columns.

Common columns include:

• Customer.
• Has Notes.
• Company.
• Mr./Mrs./Ms.
• First Name.
• Last Name.
• Main Phone.
• Work Phone.
• Home Phone.
• Mobile.
• Fax.
• Main Email.
• CC Email.
• Alternate Email.
• Primary Contact.
• Invoice To 1, 2, and additional lines.
• Street 1.
• Street 2.
• City.
• State.
• Zip Code.
• Country.
• Ship To 1, 2, and additional lines.
• Ship To Street 1.
• Ship To Street 2.
• Ship To City.
• Ship To State.
• Ship To Zip Code.
• Ship To Country.

Address components must use separate columns for street, city, state, postal code, and country.

Export

1. Open the Excel menu.
2. Select Create New Worksheet.
3. Choose Create a comma-separated values (.csv) file.
4. Select Export.
5. Save the file somewhere easy to locate.

Open the CSV and review headers, blank names, duplicate emails, and address formatting before import.

Import into Fieldified

1. Open Clients.
2. Select More actions.
3. Select Import clients.
4. Upload the QuickBooks CSV.
5. Map QuickBooks billing fields to client billing fields.
6. Map shipping or service fields to property fields.
7. Validate the rows.
8. Import.

See Import clients for mapping, validation, multiple properties, and custom fields.