Clients

Import Clients from QuickBooks Desktop

Keep track of important client details whether you’re at the office, on the way to a job, or out in the field.

If you are using QuickBooks Desktop and would like to import your clients into Jobber, the best way to do that is through a CSV import. This article covers how to format your client export from QuickBooks Desktop in order to import it into Jobber. If you are using QuickBooks Online, running a sync is the best way to bring your clients into Jobber. 

 

Generate the report

Let's start in QuickBooks Desktop. You will first need to create the file that will be imported into Jobber. From the top menu, start by clicking Reports > Customers & Receivables > Customer Contact List. This will generate the report.

 

Columns

Next, we need to make sure that this report has the correct columns to import into Jobber. Click Customize Report. On the display tab, you'll need to select the columns to appear on the report. This will be different for different businesses, but the most common columns are: 

  • (left margin)
  • Customer
  • Has Notes 
  • Company
  • Mr./Mrs./Ms.
  • First name
  • Last name
  • Main phone 
  • Work phone
  • Home phone
  • Mobile
  • Fax
  • Main email
  • CC email
  • Alt. email
  • Primary contact
  • Invoice to 1 (Not "Invoice to")
  • Invoice to 2 (and invoice to 3, etc)
  • Street 1
  • Street 2
  • City
  • State
  • Zip code
  • Country
  • Ship to 1
  • Ship to 2 (and ship to 3, etc)
  • Ship to street 1
  • Ship to street 2
  • Ship to city
  • Ship to state
  • Ship to zip code
  • Ship to country

 

Then click Ok. 

Note: It is very important that the address columns get separated out into street 1, street 2, city, state, zip code, and country. 

Export

The report has now been created with the correct columns. The next step is to export it. To export, click the dropdown for Excel > Create New Worksheet. On the pop-up that appears, select the option for "create a comma separated values (.csv) file". Then click Export. You will be prompted to save the file and select a file name. 

Tip: Export your file to your computer's desktop. This will make it easier to find later. 

 

Import into Jobber 

Now that we have our client file from QuickBooks Desktop, the next step is to import it into Jobber. You can do this by going to the client page and clicking More Actions > Import Clients. You can follow the process outlined here to start the client import process. If you have been working with one of our Product Coaches, you can also email them your spreadsheet and they will give you a hand with the import. If you have any questions at all about the import process, please reach out to our Success Team.

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