How to import QuickBooks customers into Google Contacts

To complete this process, there are three basic steps:

1. Create a CSV file containing your QuickBooks Customers.

2. Edit the titles in the file to exactly match what Google is expecting.

3. Import the file into your Google Contacts.

1. Create a CSV file containing your customers

1. Start in QuickBooks and choose Reports | List | Customer Contact List

2. Click Modify Report and then include exactly these columns (nothing extra)

a. Customer, First Name, M.I., Last Name, Email, Phone, Street 1, City, State, Zip Country.

b. Back on the report, drag the columns by their titles until they are in the order in a.

c. You should then have a report that looks like this:

d. Optionally, filter the report to include a subset of your customers.

e. Click Export, then choose a CSV file format and save the file.

2. Edit the titles in the file to exactly match what Google is expecting

1. Open the CSV file in Excel or other worksheet program.

2. Replace the titles on Row 1 with these titles. Note that they much match exactly or import won’t work well, and you’ll add one additional title to the end: “Group Membership”

Replace:

Customer

First Name

M.I.

Last Name

Phone

Street1

City

State

Zip

Country

With:

Name

Given Name

Additional Name

Family Name

E-mail 1 - Value

Phone 1 - Value

Address 1 - Street

Address 1 - City

Address 1 - Region

Address 1 - Postal Code

Address 1 - Country

Group Membership

3. Fill the new column “Group Membership” with the value “* My Contacts”

4. Save the file as a CSV file (in Excel, click Save and conform that you don’t want to change it to a worksheet type file.

3. Import the file into your Google Contacts

1. In Gmail, click Contacts near the top of the left pane.

2. Click Import Contacts

3. Select your CSV file.