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QuickBooks Import Guide

Import your QuickBooks customers and organizations into AirShop. Export from QuickBooks Online or Desktop, then use the Bulk Import flow to bring them in.

Export from QuickBooks

QuickBooks Online

  1. Go to Sales → Customers
  2. Click the Export button (or ⋮ menu → Export)
  3. Choose CSV format
  4. Download the file

QuickBooks Desktop

  1. Go to Customers → Customer Center
  2. File → Utilities → Export → Lists to IIF Files (or use Export if available)
  3. Select Customer List and export
  4. If CSV is preferred, use File → Print Forms → Customer List and export/save as CSV where supported, or use a third-party export tool

Column Mapping: QuickBooks → AirShop

QuickBooks Column AirShop Field Notes
Company Name / Name Organization Name For orgs; use Display Name if Company is empty
Display Name Organization Name or Customer name Often combines company + contact
First Name First Name Customer
Last Name Last Name Customer
Email Email Customer; required for customers
Phone Phone Org or customer
Bill To Address 1 / Address Line 1 / Full Address Street Address Auto-split into Street, City, State, Postal Code
Bill To City / City City
Bill To State / State State
Bill To Postal Code / ZIP Postal Code
Bill To Country / Country Country
Website Website/Domain Organization
Notes Notes Org or customer

Import Flow

  1. Organizations first — Export customers from QuickBooks, then split or map to organizations. Import organizations via Bulk Import Organizations.
  2. Customers second — Map QuickBooks contacts to the organizations you just imported. Use Bulk Import Customers.
  3. Link by name — Ensure Organization Name in your customer CSV matches the Organization Name in AirShop exactly.

Troubleshooting

Address Splitting

QuickBooks exports addresses as a single combined field (e.g. "123 Main St, Dallas, TX 75201"). AirShop automatically splits these when you map the combined column to Street Address during organization import. If City, State, or Postal Code are empty, the system parses the combined value and fills them. No manual splitting needed.

Display Name

QuickBooks Display Name often combines company and contact (e.g., "Acme Corp - John Smith"). Options:

  • Use Display Name as Organization Name if it represents the company
  • Parse Display Name to separate company and contact for org vs customer imports

Duplicates

  • Organizations: AirShop matches by Organization Name. Use "Update existing" to overwrite or "Skip duplicates" to keep current data.
  • Customers: AirShop matches by Email. Same options apply.