How to Import a Customer List into QuickBooks Pro - PowerPoint PPT Presentation

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How to Import a Customer List into QuickBooks Pro

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QuickBooks keeps track of all your customers and their information. The Customer List in QuickBooks keeps track of customer’s billing and shipping addresses. Let's find out how to import a customer list into QuickBooks Pro. – PowerPoint PPT presentation

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Title: How to Import a Customer List into QuickBooks Pro


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You know QuickBooks keeps track of all your
customers and their information. The Customer
List in QuickBooks keeps track of customers
billing and shipping addresses.
If you dont know how to import a customer list
into a QuickBooks Pro, then you dont need to
worry at all. You are at the right place. In
todays PPt, you will learn how to import data
into your QuickBooks Pro account. There is a
method for importing the customer list in
QuickBooks by using an Excel spreadsheet.
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  • When upgrading from an older version of
    QuickBooks to a newer version.
  • Data migration from QuickBooks desktop to
    QuickBooks Online.
  • You have customer list data that you want to
    enter into your QuickBooks account, and other
    things.

Reasons to import your customer list in your
QuickBooks pro online account
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  • First, select the type of data you want to
    import.
  • The QuickBooks opens the already formatted file.
  • Enter the information that you wish to obtain.
  • After finishing the information, click on save to
    save the file.
  • Close the file after it has been saved.
  • You also have the option to add my data now.
    Examine all of the results, and then look at the
    data in QuickBooks.
  • After completing the preceding steps, click on
    the close button.
  • You can use the same process to import any
    additional customers and then return to the
    window to add customers from an excel file to
    QuickBooks.

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We hope the above-mentioned steps assist you in
importing a customer list into QuickBooks pro. If
you have any questions about how to import a
customer list into QuickBooks or if you get stuck
in the middle of a step, you can always contact
our experts. We have a highly skilled team that
can provide you with all of the assistance and
services you require. You will receive the best
possible assistance in resolving your issues as
soon as possible.
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Do you have any questions?
For any other queries related to this or about
QuickBooks Desktop or Online then,
info_at_dancingnumbers.com
www.dancingnumbers.com
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