This topic contains 1 reply, has 2 voices, and was last updated by 
Crystalynn Shelton 2 months, 3 weeks ago.
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Hey Teri!
You can definitely import CRM info into both QuickBooks Online and QuickBooks Desktop. We have a couple of video tutorials that cover this in detail for QBO and I have provided the links below. However, if you are using Desktop, follow these instructions:
1. Navigate to your Customer Center (or Vendor Center), depending on the type of contact info you would like to import.
2. Click on the Excel icon located at the top of the page.
3. Click on Import data from Excel and follow the on-screen instructions.Video Tutorial: How to Set up Customers in QuickBooks Online
Video Tutorial: How to Set up Vendors in QuickBooks OnlineAll the Best-
Crystalynn Shelton, CPA
