QuickBooks for Mac 2014 User’s Guide 12
Importing customers, vendors, and employees
You probably have contact information for the people you work with—customers, vendors, employees—in places
like Gmail or LinkedIn. You can import those contacts into QuickBooks.
Note: If you use Contacts or Address Book, you can sync your contacts with QuickBooks so that updates are
available in QuickBooks, Contacts/Address Book, and other devices you sync with Address Book. For more on
Contact Sync, go to page 80.
Before you start
You'll need a spreadsheet of the contacts you want to import into QuickBooks. If you have one, great! Go to the
next section.
If you don’t have a spreadsheet:
1 Open the program with your contacts (such as your email or LinkedIn), and create a group for
contacts you want to import to QuickBooks.
2 Export the group you created to a list file, such as a CSV file or tab-delimited text file.
3 Open the export file in your favorite spreadsheet program.
To import your contacts:
1 Go to File > Import > From Multiple. Or go to the Customer Center, Vendor Center, or Employee list,
click , and then click the Import option.
2 Open your spreadsheet (see the "Before you start" section above if you don't have a spreadsheet.)
3 Copy the First Name column in your spreadsheet.
4 Click into the first field in the QuickBooks First Name column. The field turns white.
5 Paste in the column you copied in Step 4.
Tip: Copy and paste by column, not by row.
6 Repeat steps 4-6 for every column in your spreadsheet.
Tip: Be sure to scroll over to the right to see and copy in all the available fields.
7 Be sure that the Import box is checked for all the contacts you want to import.
8 Change or add any info you didn't have in your original spreadsheet.
9 In the Role column, be sure that each contact is labeled as a Customer, Vendor, or Employee
correctly.
10 Click Import.
11 Click OK when the status window says Import Complete.
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