PC.2.I.2 - Importing a customer list
- 9 steps
ProAdvisor Challenge
This exercise is a ProAdvisor Challenge provided by Intuit. To find the original, log in to your QuickBooks Online Accountant (QBOA) account, then follow this path:
- In the left navigation bar, hover over ProAdvisor, then click **Training**.
- Click the **Training Library** tab.
- Click **QuickBooks Online** to expand (it may already be expanded).
- Click on the **Getting Started** tile.
- Click **Intermediate Skills** to expand, if necessary.
- Click on the **2. Importing the chart of accounts, products and services, customers, and vendors** section.
The exercise can be found towards the bottom of the page, under ProAdvisor Challenge.
*Note: You may need to click through some buttons as you scroll down and answer the Knowledge Check before having access to the ProAdvisor Challenge section.*
1
First you will need to download the customer list. In the task section of the ProAdvisor Challenge, click the button, "Craig’s customer list" to download the file. Or [click here.](https://live.intuittrainingplatform.com/filestore/AssetFiles/3563/2131/Craig%20customer%20list.xlsx)
The Sample Company
2
To complete the remainder of this exercise, you must be in the Sample company. To get into it, 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.
Hands On Practice
Now let's get started with the exercise.
3
From the left navigation bar, hover over Sales, then select "Customers".
4
Click the "down arrow" next to New customer, then select "Import customers".
5
Click "Browse".
6
Find the Excel file "Craig customer list" on your computer (this is likely in your Downloads folder). Click the file name, then click "Open".
7
Click "Next".
8
Ensure the columns are mapping correctly, then click "Next".
9
Ensure the data is mapping correctly, then click "Import".
The customer list has been imported and all three customers are now showing: Dick Tse, Lawrence Tran, Paul Simmons (the last two are not shown in the screenshot).
🏋️♀️ Get More Practice
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