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pseltsam
October 20, 2019
Question

Importing from Excel

  • October 20, 2019
  • 1 reply
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I am trying to import customer info from an excel file into and have two issues; 

 

1. I need to log in as admin to import, previously could just use a normal user account. Can this be changed?

 

2. I need to import an email address and a email2 address, but the mapping options don't allow me to map to the email2 field. How can I change this?

 

3. There's only one field to map to for "address" when I need to import street address, city and province. How do I do this?

1 reply

L
LauraAB
October 21, 2019

Hello pseltsam,

 

I hope your week is off to a good start. You have some great questions here and I'll work through them with you in the order you've asked them.

 

Regarding the user permissions, you should still be able to import transactions with a non-admin access. Because it's not allowing you to do it with the regular user access, there may be an issue with the user profile. I recommend creating the user profile again to see if the problem occurs with the new one as well. Here's how an admin can do it.

 

  1. Select Company from the top menu.
  2. Choose Set Up Users and Passwords, then Set Up Users.
  3. Click Add User.
  4. Make the username slightly different from the previous to prevent the user profiles from merging (example: John Doe can become John Doe 1).
  5. Set up the user parameters.
  6. Select Finish when done.

If that user is also having trouble, I'd like our support team to take a look at this with you to see if we're missing something. I'll leave the contact details below.

 

I'll combine your two import questions. There are a few ways to import your lists into QuickBooks Desktop. The easiest way to make sure you get all the columns you'd like is to follow these steps.

 

  1. Go to the Lists menu.
  2. Choose Add/Edit Multiple List Entries.
  3. Choose the list type from the List drop down.
  4. Click Customize Columns to add the columns you need to the window, such as CC Email (CC Email can be used for your customer's secondary email).
  5. Copy the columns from your Excel document and paste under the appropriate heading in QuickBooks Desktop.
  6. Repeat with each necessary column.
  7. Click Save Changes when complete.

For the street address, you'll be using the Invoice To 1 - 5 columns to fill in the various details. Think of each box as a line of the address. So it could be mapped something like this.

 

123 Fake Street (Invoice To 1)

Toronto, ON (Invoice To 2)

O1O 1O1 (Invoice To 3)

 

The other way to import excel files is by going to the File menu and choosing the Import option from Utilities. If you click "No" on the message that pops up, you'll be taken to an advanced import option. This will open an Excel spreadsheet for you to fill out and the data will be imported into your books.

 

In case you need it, here's the contact information I mentioned: dial 1-877-772-9158. Learn about support hours and policies here: Intuit QuickBooks Desktop software support policies

 

For your reference, here's more about what we've covered.

I hope that helps! Have a great day. :)

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