How to Manage Import Customer or Vendor Contacts



Managing QuickBooks to Import Customer or Vendor Contacts is done through access from the "Sales" or "Expenses" menu selecting "Customers" or "Vendors," and then choosing "Import" to upload contact data. Prepare your contacts in a CSV file with the correct columns for names, emails, addresses, phone numbers, and any other details. With the prompts, you will map the fields in your CSV file to the QuickBooks Online fields, ensuring that everything will match correctly. Then, you will review your import preview to ensure accuracy before finalizing the import. Subsequent to importing, you can manage your contacts directly in the "Customers" or "Vendors" section in case you want to edit or delete an entry. Periodic update and proper organization of your contact list help keep your customers and vendors under control.

visit here:https://www.wizxpert.com/import-customer-or-vendor-contacts-to-quickbooks/

How to Manage Import Customer or Vendor Contacts Managing QuickBooks to Import Customer or Vendor Contacts is done through access from the "Sales" or "Expenses" menu selecting "Customers" or "Vendors," and then choosing "Import" to upload contact data. Prepare your contacts in a CSV file with the correct columns for names, emails, addresses, phone numbers, and any other details. With the prompts, you will map the fields in your CSV file to the QuickBooks Online fields, ensuring that everything will match correctly. Then, you will review your import preview to ensure accuracy before finalizing the import. Subsequent to importing, you can manage your contacts directly in the "Customers" or "Vendors" section in case you want to edit or delete an entry. Periodic update and proper organization of your contact list help keep your customers and vendors under control. visit here:https://www.wizxpert.com/import-customer-or-vendor-contacts-to-quickbooks/
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