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jennyunh
May 21, 2025
Question

How to import an exported list of Customers that have lots of Subcustomers in it?

  • May 21, 2025
  • 1 reply
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I exported Customers from a Quickbooks Online account (under Sales). The exported list has all of the customers including its subcustomers. A subcustomer appears under the Company Name column in the following format: Parent Name:Subcustomer Name There is no mapping option for subcustomers. How do I import this list of Customers that have one layer of subcustomers?

1 reply

C
Carneil_C
May 22, 2025

There are ways to import your list of customers along with sub-customers, Jennyunh.

 

Before we provide the right steps for you, I would like to ask where do you plan to import your data? Is it still to QuickBooks Online (QBO) or to another third-party app?

 

If it's to QBO, please note that there is no direct mapping for sub-customers during the import process. However, you can modify the exported CSV file. From there, you can add a colon (:) next to the parent's name to indicate the sub-customers. I'll add a screenshot below for your visual reference:

 


 

To address some of your assembled questions regarding the importing process, check out this article: Common questions about importing data to QuickBooks Online.

 

On the other hand, if you're looking to import data into another third-party app, it will depend on how to map their imported data. To assist you further, you can reach out to their customer representatives so they can help you with the process.

 

Additionally, I'll include this helpful resource in case you want to use projects instead of sub-customers to track customer jobs: Change sub-customers into projects QuickBooks Online.

 

If you still encounter any issues with transactions in QBO, please let me know, and I’ll do everything I can to help you here in the Community, Jennyunh.

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