Importing contacts into QuickBooks for Mac

If you’ve been in business for a while before buying QuickBooks for Mac, you probably have contacts saved in Address Book or a spreadsheet. QuickBooks for Mac, you can import those contacts so you don’t have to enter them manually. It’ll save you a lot of time.

Video Script:

Hi, I’m Shelly with the QuickBooks for Mac team. Today I’m going to show you how to import your contacts from a spreadsheet or Address Book into QuickBooks. This is really handy when you’re first getting started with QuickBooks.

For this video, say I own a dog walking business and I’ve just bought QuickBooks to help me run everything. I already have contacts saved in a Numbers spreadsheet and also a few more in Address Book. These are all people I do business with, so I want their contact info in QuickBooks.

So I click File > Import > Contacts. At this point, QuickBooks gives me the option to add them from Address Book or to Paste them from a spreadsheet. I’m going to start by pasting from that Numbers spreadsheet I have.

So what I’m going to do now is go back to that Numbers spreadsheet I have and copy the column of first names. Then I go back to QuickBooks and select the top row in the First Name column and paste the names I copied. Now I keep doing that for each of the columns until I have everything in my spreadsheet in this table in QuickBooks. Now, if I don’t have the info for a column in the table, it’s fine. I just leave that blank.

Now I want to add the contacts in my Address Book. So I go down her to the Action menu and click Add from Address Book. This window come down and you can see that all the contacts I have in my Address Book are here too. So I select all the contacts I want to import and click OK.

Now that I have all my contacts from both my spreadsheet and Address Book read to import, I can make some edits. So these two contacts aren’t customers, they’re vendors. So I’m going to change their role. And now that I’m looking everything over, I see that I’ve got a typo here that I’m going to go ahead and fix. And I’m going to add an email address. And I just got a new customer who wasn’t in either my spreadsheet or Address Book, so I’m going to add a line and enter him manually.

Now that I have my contact information the way I want it, I just click Import. So you see I’ve imported 20 customers and 2 vendors. Now I can go to the Customer Center and Vendor Center to see the contacts I’ve just imported. I can also edit any of the contact information any time.

Thanks for watching. For more videos and advice, you can go to quickbooks.com/littlesquare. And to find about about new videos and articles, like us on Facebook or follow us on Twitter.

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About Shelly King

Shelly King works for Intuit as a member of the QuickBooks for Mac team. She’s the Managing Editor for Little Square and its main contributor. Shelly grew up in the South until 1994 when the Internet called her to Silicon Valley. She’s done a lot on the web ever since. Little Square was her idea. Yep, it’s all her fault. See all of Shelly's articles

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