How do you import customers from Excel?

• A. Settings > Import Data > Customers; map fields and complete import.
• B. File > Import > Customers; manually enter data.
• C. Settings > Import Data > Vendors; map fields.
• D. Upload via the Customer module; no mapping required.

Answer: (A)

Importing customers from Excel is done through the Import Data tool in Settings. You choose Customers, then map each column in your Excel sheet to the corresponding QuickBooks customer field (such as company name, first and last name, email, phone, address). Mapping ensures each piece of data lands in the right place, which is essential for creating accurate customer records. After mapping, you complete the import and review any results or errors. This path is correct because it specifically targets customer data and requires field alignment to match QuickBooks’ fields. Importing vendors or using a method that skips mapping wouldn’t place the data correctly, and a direct upload without mapping isn’t the supported workflow.