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September 7, 2024
Question

Can we import customer list csv?

  • September 7, 2024
  • 1 reply
  • 0 views
I have a generic list not directly associated with transactions other than costs for advertising/leads.

1 reply

September 7, 2024

I've got the information you need about uploading a customer list CSV file into your QuickBooks Self-Employed account, James.

 

Within QuickBooks Self-Employed, you can only import bank CSV files for bank transactions.

 

For the customer list, you can manually add them to your account.

 

Here's how:

 

  1. From the left menu, choose Invoices.
  2. Click Create Invoice.
  3. Hit the Add customer dropdown and click + Add new.
  4. Enter the customer details.
  5. Hit Save.

 

For future reference, you can read this article to help you categorize transactions in QuickBooks Self-Employed: Categorize transactions in QuickBooks Self-Employed.

 

If there's anything else you need further assistance with when managing customers in your account, just let me know in the comments below. I'll gladly provide additional help at any time. Keep safe and have a great day ahead!