Importing Customers from QuickBooks

Tradify offers the ability to import your customers directly from QuickBooks via the click of a button.

  

Importing Customers from QuickBooks

Head over to Customers > click on "Import/Export" > then select "Import Customers from QuickBooks".

Note: Depending on the size of your customer list, the import may take a minute to complete. If the import is taking more than 5 minutes, please refresh the page.

Importing_Customers_from_QBO.png

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