If you use Quickbooks Online and are now setting up Restaurant365, moving your Customer List over is easy. When importing a Customer List, it is important to consolidate and update the list before importing into R365. Follow the instructions below to help prepare a successful file for import.
Download Customer List from Quickbooks Online
Click 'Reports' in the left-hand navigation and run the 'Customer Contact List' report.
The report should look similar to the one in the image above. In the top, right-hand corner of the report, click the 'Export' icon and then the 'Export to Excel' button. This will download the report and allow you to save it as a CSV to your desktop.
Consolidate Customer List
It is important to make a consolidated list of all Customers. To do so, make sure to:
- Open your downloaded file and delete Customers that you do not currently do business with
- Delete duplicate Customers (this includes Customers that may be spelled differently, but are the same entity). Click here to follow the steps needed to remove duplicate Customers
- Reformat your file to this structure: Name (required), Number (personalized), Phone, Email, Street1, Street2, City, State, Zip, Fax, Primary Contact, Payment Terms, Terms Discount Account, Taxable, Discount %, and Franchisee Location
- Note: Only the Name of each Customer is required, but including as much information from your Quickbooks Customer List will benefit you when you fully transfer over to R365
- Save your CSV file
Import Consolidated Customer List into R365
To import your Customer List, hover over 'Administration' in the top ribbon and click 'Import'.
When the Import window opens, type in 'Customer' in the 'Options' field and then 'Create New' in the 'Type' field. Once uploaded, click 'Upload File' and browse to your CSV file. After uploading your file, click 'Next' and verify the 'Map Fields' step. The final tab will bring you to the final import page, where you will click the 'Import' button to upload the file.
Click here for additional information on the Import Tool or how to resolve Import Issues.