To complete this exercise, you must be in the Sample company. From your QBOA account, click on the Gear icon on the top right corner of the screen, then select Sample company.

Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm. 

For the purposes of this exercise, you will use the Sample File as if it were the spreadsheet Craig got from his colleague.

Once the file has been downloaded, we can upload it. Choosing the file from its location is not shown below because it is browser-specific.

Click "Browse" to locate the file on your computer for uploading.

Select a CSV or Excel file to upload

	Browse
Download a sample file 

The next step is to match the fields (column headers) in the spreadsheet to the fields in QuickBooks Online. If this were a real life scenario, you might have to make adjustments. For the purposes of this exercise, leave everything as is.

Now that you have confirmed the fields that you are importing and matched them to QBO, the next step is to confirm the data in those fields. The Sample file has one row of dummy data at the end that we don't want imported. 

Scroll down, if necessary, uncheck the "box" for this row.

Want to follow along? [Click here](https://youtu.be/jI3KIeAATmg) for our video walk-through.

QuickBooks

QuickBooks is a widely-used accounting software developed by Intuit, designed to simplify financial management for businesses of all sizes. It provides a user-friendly platform for tasks like invoicing, expense tracking, payroll processing, and generating financial reports. QuickBooks automates many financial processes, making it easier for businesses to monitor their financial health, prepare taxes, and manage cash flow. With its various versions and integrations, QuickBooks caters to the needs of freelancers, small businesses, and larger enterprises, offering a flexible and comprehensive solution for efficient accounting and financial management.

app.qbo.intuit.com

fastandeasyqbo.com

Scenario: One of Craig’s colleagues is going out of business and has given his customer list to Craig to provide services in the future. How can you easily import this list for Craig?

1.6b Importing a Customer List

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