QuickBooks Report

Customers – importing into QuickBooks

Estimated reading: 2 minutes 187 views

Part 1: Generating the Customers Report from Garage Invoice

  1. Navigate to Reports:
      • Open your Garage Invoice system.
      • Go to the Reports section, then select Sales.

    Garage Invoice Reports Export Invoices Quickbooks1

  2. Select the QuickBooks Report:
      • Under the section labelled QuickBooks Report, click on Customers.
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  3. Manage Large Reports:
    • Note: QuickBooks can only import reports with up to 1,000 lines at a time.
    • If your report exceeds this limit, you’ll need to either:
        • Split the report in Excel after export.
        • Adjust the report to show only 1,000 entries at a time and export each page of the report separately.
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  4. Export the Report:
      • Once your report is ready, click on the Export button.
      • Choose the CSV format.
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    • Save the generated file on your device.

Part 2: Importing the CSV Report into QuickBooks

  1. Log In to QuickBooks:
    • Access your QuickBooks account and log in.
    • Click on the Gear Icon in the upper-right corner.
    • Select the Import Data option from the menu.
    • Garage Invoice Reports Export Invoices Quickbooks7
  2. Select the Data Type:
      • Click on the Customers tile to begin the import process.
      • Garage Invoice Reports Export Customers Quickbooks3
  3. Upload the CSV File:
      • Click Browse and select the CSV file you exported from Garage Invoice.
      • Garage Invoice Reports Export Customers Quickbooks4
    • Click the Next button.
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  4. Map the Columns:
      • QuickBooks will automatically map the columns from your CSV file.
      • Click Next to proceed.
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  5. Review and Confirm:
      • The next screen will show you how many customers are ready to be imported.
      • Review this information carefully. Invalid fields will get marked in red.
      • Click the Import button when you’re ready.

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  6. Complete the Import:
      • Your customers will now be imported into QuickBooks.

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    • Note: Any duplicate customers that already exist in QuickBooks will not be imported to avoid conflicts.
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