Common Issues Importing Customers into QuickBooks Online

Jul 25, 2024

765

COMMON ISSUE	RESOLUTION
Sub-Customer Name Not Importing	Sub-Customer Name must include full name with a colon between each level with no space on either side of the colon.
	Example: CUSTOMER:SUB-CUSTOMER
	See this article for more info.
Wrong Currency Imports	Multi-currency not turned on in QuickBooks Online Account and Settings.
	If an invalid currency is imported, account will be assigned the default currency type.
	See this article for valid Currencies
Invalid Email Format	Email must be formatted [email protected]
Invalid Email Format	Example: [email protected]
Invalid WebSite Format	WebSite must be formatted xxx.xxx
Invalid WebSite Format	Example: transactionpro.com
Invalid Customer Type	Customer Type must exist in QuickBooks Online prior to importing.
Invalid Postal Code Value	Postal Code must be a minimum of five characters.
Invalid Tax Exemption Reason	Valid values are 1 - 15. See this article for more info.
Unable to import zip code with leading zero	Make sure that the field is formatted as text in your .csv file so that it does not drop the first digit.