Existing QuickBooks Online customers of yours can be imported. PRO allows the importing of singular selected QuickBooks Online customers, or the importing of multiple customers based on their created dates in QuickBooks Online.
Simply follow these steps to import multiple QuickBooks Online customers into your account based on their created dates in QuickBooks Online.
- Click on the Local category at the top.
- Click on the Admin tab.
- Click on the QuickBooks tab on the left.
- Select the calendar icon next to the first option presented, labelled "Import all QuickBooks Online customers created since selected datetime into PRO as new customers".
- In the calendar popup, select the appropriate date. Be sure to also select the appropriate time, if important, by clicking on the Clock Icon.
- Click anywhere back within the main PRO window to close the calendar popup and have your selected "created since" date and time displayed.
- Click the Submit button and confirm.
- All QuickBooks Online customers created since your selected datetime will be imported into PRO as new customers.