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Importing Customers to QuickBooks Online

Last updated 08/01/2021

How to import contacts into QuickBooks Online.

Overview


Customer information from the Cin7 CRM can be imported into QuickBooks Online. New Customers will be added into QuickBooks Online and Customers that already exist in QuickBooks Online will be updated.

Importing All Customers

To import all contacts:

  1. From the left navigation, select Accounting, then QuickBooks Online.
  2. Select the Sales tab.
  3. Select Customers.
  4. Select the All checkbox.
  5. Select Upload.
Importing Select Customers

You may wish to only import a selection of Customers. To do this:

  1. From the left navigation, select Accounting, then QuickBooks Online.
  2. Select Sales tab.
  3. Select Customers.
  4. Select the checkbox for customers you want to import.
  5. Select Upload.

Imported contact information will now be available in QuickBooks Online.

FAQs

Is it possible to download Customers from QuickBooks Online into Cin7?

This cannot be done directly, however it can be done by exporting your QuickBooks Online Customers to a spreadsheet and then importing it into Cin7.

Can I import all of my contacts into QuickBooks Online at once?

No. In an effort to keep QuickBooks Online contacts clean, contacts are only imported from Cin7 once a transaction has been made against them.