QuickBooks™ customers and suppliers import: names, headings and limits
Customers and suppliers share one import page and one set of rules in QuickBooks Online (UK). A contacts file that looks fine in a spreadsheet can still be refused for reasons that are easy to miss.
Headings in row 1, data on Sheet1
Intuit's help says the column headings go in the first row and the data sits on a tab named Sheet1. A title row above the headings, or a renamed tab, breaks the import. The add-on checks both.
Names without a colon or a double quote
A colon or a double quote in a name is not allowed. A name such as Smith: Ltd or one with a quoted nickname is the usual cause. The add-on lists each one so you can decide what the name should be.
Full Name and Company Name
Intuit's help describes Full Name as the first column and Company Name as the second. Full Name has to be filled in. Beyond those two columns the add-on does not yet know the full list of columns or their length limits, so it does not check them. That will change when Intuit's own example file is available to check against.
Duplicates, emails and blanks
- The same name twice in the sheet is listed. A name that is already in QuickBooks cannot be seen from a spreadsheet, so check that in QuickBooks.
- Two email addresses in one cell are flagged.
- Formulas and error values (such as
#N/A) should be replaced with plain values before you export the CSV. - Blank rows and a missing Full Name are listed.
Limits
Intuit's help gives 2 MB or 1,000 rows for a contacts file. The add-on estimates both from the cell text and warns when a sheet is over.
Check the file before you trust it
Import Cleaner for QuickBooks™ scans a QuickBooks export, or a sheet you are about to upload, and explains every finding. The full scan, every explanation and Undo are free, and your data stays in your Google™ account. It edits the spreadsheet only and never connects to QuickBooks.
About Import Cleaner for QuickBooks — not yet on the Google Workspace™ Marketplace.
Google, Google Sheets™ and Google Workspace™ are trademarks of Google LLC. Not affiliated with, endorsed by or sponsored by Intuit Inc. QuickBooks is a trademark of Intuit Inc. Import Cleaner for QuickBooks is not affiliated with or endorsed by Google.