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Import customer data from QuickBooks

Export a CSV or Excel file, then import it through Files.

Updated 10-26-2026
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  • Help home
  • Getting started3
  • Customers3
    • Add a customer
    • Import customers from a CSV file
    • Import customer data from QuickBooks
  • Estimates3
  • Invoices4
  • Payments & Stripe5
  • Expenses2
  • Banking3
  • Reports2
  • Account2
  • Calendar & calendar links3
  • Routes & Mileage3
  • Time import1
  • Hundo3
  • Settings & team5
Browse topics
  • Help home
  • Getting started3
  • Customers3
    • Add a customer
    • Import customers from a CSV file
    • Import customer data from QuickBooks
  • Estimates3
  • Invoices4
  • Payments & Stripe5
  • Expenses2
  • Banking3
  • Reports2
  • Account2
  • Calendar & calendar links3
  • Routes & Mileage3
  • Time import1
  • Hundo3
  • Settings & team5

Import the file

  1. Export the customer data from QuickBooks as CSV or Excel.
  2. Open Files, choose Add files, then Browse files.
  3. Select the file and choose Save import.
  4. Review any remaining rows in Unmatched.

Open Customers in PlanBill

Related guides

  • Import customers from a CSV file
  • Review unmatched transactions

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