QuickBooks customerswithout the spreadsheet.
Collect customer information with a simple form and download a clean CSV ready for your QuickBooks import workflow.
QuickBooks Customers
Try the template with up to 3 customers
What You'll Collect
Customer Name
StringThe person's name for identification and communication.
Company
StringOrganization or business name for company records.
Customer Email
EmailEmail address for contact, communication, and account recovery.
Phone Number
PhoneAny common layout, like (555) 123-4567, +44 20 7946 0958 or with ext. 89. Letters and numbers with fewer than 7 or more than 15 digits are flagged.
Mobile Number
PhoneAny common layout, like (555) 123-4567, +44 20 7946 0958 or with ext. 89. Letters and numbers with fewer than 7 or more than 15 digits are flagged.
Fax Number
PhoneAny common layout, like (555) 123-4567, +44 20 7946 0958 or with ext. 89. Letters and numbers with fewer than 7 or more than 15 digits are flagged.
Website URL
URLA web address, checked before download. https:// is optional.
Street Address
StringPhysical address for shipping, billing, or location tracking.
City
StringFree text, exported as the “City” column.
State/Province
StringFree text, exported as the “State” column.
ZIP/Postal Code
StringKept as text, so leading zeros and long numbers stay exactly as entered.
Country
StringFree text, exported as the “Country” column.
Opening Balance
NumberA number, with up to 2 decimal places.
As of Date
DateA date in YYYY-MM-DD format.
Tax Resale No.
StringTax amount or classification for financial record keeping.
Need more than three customers?
Collect hundreds of customers instead.
The free template is limited to three rows so you can try the workflow. Create your own Import Builder form when you need to collect a larger customer list.
Create your own formUp to 1,000 rows
Collect a large customer list within QuickBooks' standard contact import limit.
QuickBooks-ready fields
Collect customer information using fields designed for the QuickBooks import workflow.
Validation
Help people provide complete and consistent customer data before you download the CSV.
Reusable forms
Use the same customer collection form whenever you need another import.
How it works
From customer details to QuickBooks in three steps.
01
Collect
Give someone a simple form to enter the customer information you need.
02
Complete
Keep customer information structured and make it easier to avoid missing data.
03
Download
Download the completed CSV and import it into QuickBooks.
Why use a form?
Getting customer data is often harder than importing it.
Sending someone a spreadsheet template sounds simple until names are inconsistent, contact details are missing, or everyone formats their information differently.
A structured form gives people a clearer way to provide the customer information you need before you import it into QuickBooks.
Missing customer information
Required fields are easier to communicate before the data reaches QuickBooks.
Inconsistent customer data
Give people structured fields instead of asking them to work inside a spreadsheet.
Spreadsheet back-and-forth
Collect customer information directly through a simple form.
QuickBooks CSV template
A simple way to collect QuickBooks customer information
Use this QuickBooks customer CSV template to collect customer information such as names, company details, email addresses, phone numbers, websites and addresses.
Instead of sending someone a spreadsheet and asking them to fill it in, give them a simple form and download the resulting CSV when they're finished.
QuickBooks Online supports importing customers from CSV and Excel files. During the import process, QuickBooks lets you match the spreadsheet fields to the corresponding customer fields. Learn more about importing customers into QuickBooks.
The standard QuickBooks contact import supports up to 1,000 rows or 2 MB per import, so larger lists may need to be split into multiple files. See QuickBooks' import requirements.
If you need different fields or more than three rows, you can create your own Import Builder form and configure it for your customer collection workflow.
Need a customer CSV form of your own?
Create a custom Import Builder form with your own fields, validation and row limits.
Get started