QuickBooks's file rules
Where to import
Customers are imported from the customer list and suppliers (vendors in the US) from the supplier list, each with its own Import option. During the import you match each column to a QuickBooks field. Addresses go to the billing address.
Common errors and their fixes
File too large
Cause: QuickBooks Online imports up to 1,000 rows or 2 MB per file.
Fix: Split the list into several files of at most 1,000 rows and import them one after another.
Name already in use
Cause: A customer can't have the same name as another customer, supplier or employee. A supplier who's also a customer, or two people with the same name, clash.
Fix: Make each name different, for example Jane Smith (Supplier) or Jane Smith - London.
Names with colons or quotation marks
Cause: QuickBooks doesn't accept colons (:) or quotation marks (") in names.
Fix: Remove them or replace them, for example Smith & Co rather than Smith: Co.
Headers not recognised
Cause: QuickBooks expects the column headers in the first row of the first sheet, with no blank rows, blank cells or extra headings above them.
Fix: Delete anything above the header row, keep the list on Sheet1, and match each column to a QuickBooks field during the import, choosing No Match for anything extra.
Formulas and error values
Cause: Formulas, charts and cells showing #REF!, #NAME?, #N/A or #VALUE! cause the import to fail.
Fix: Copy the data and paste it back as values only, and fix or clear any error cells.
Only one email address imported
Cause: The import supports one email address per contact.
Fix: Import the main address, and add others in QuickBooks afterwards.
Fixing a bad import created duplicates
Cause: Importing a corrected file again doesn't overwrite the entries already created.
Fix: Delete the contacts from the first import, or edit them individually, before importing the corrected file.
Phone numbers and account numbers changed
Cause: If the list passed through Excel, long numbers can turn into scientific notation (4.47E+11) and leading zeros disappear, before QuickBooks ever sees them.
Fix: Format those columns as Text before entering or pasting data. See the leading zeros guide and scientific notation guide.
After the import
Check a few imported contacts before doing anything else: names, billing addresses, emails and phone numbers. If something went wrong, remember that importing again won't replace what's there. Delete the imported contacts first, or correct them one by one, then import the fixed file.
The safest habit is a test import of five or ten rows before the full list. Mistakes in a small import take a minute to undo.
Checklist before you import
Collecting customer details from clients?
Send them a form instead of a spreadsheet. The QuickBooks Customers template requires a unique customer name on every row, checks emails, phones and websites as they're entered, and keeps codes as text. Moving to Xero instead? There's a Xero Contacts template too.
Try the QuickBooks templateRelated Guides
Relevant Templates
Import Builder is an independent product and is not affiliated with, endorsed by, or sponsored by Intuit Inc. QuickBooks is a trademark of Intuit Inc. Import rules as described in QuickBooks Online help, October 2026.