Ability to Import Quickbooks Customers is live!

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  1. Open Quickbooks.
  2. Click   Reports > Customers & Receivables > Customer Contact List. Demo
  3. In that new window, click Export. This will open Microsoft Excel with your exported customer list. Demo
  4. Inside Microsoft Excel, go to File > Save As…
  5. Change the format to “Comma Separated Values (.csv)”. Demo
  6. Save it and upload that new file below.