Why Import Your QuickBooks Online Contacts

If you already manage customer and vendor information in QuickBooks Online, importing those contacts into your CRM means you do not have to enter the same contact details twice. Once the connection is established, every contact in your QuickBooks Online account is added to your CRM automatically — and any new contact added to QuickBooks Online going forward will be added to your CRM as well, without any manual import step. Each imported contact is automatically tagged with the QBO > Contact tag so you can identify and segment QuickBooks Online contacts in your CRM at any time.

A tag is a searchable label applied to a contact record that helps you organize and manage your contact lists. Tags can also be used to start automations automatically when a specific tag is applied to a contact. The QBO > Contact tag is applied automatically to every contact imported from QuickBooks Online and cannot be removed by the import process.

This article covers how to connect QuickBooks Online and import your contacts into your CRM. Before you begin, make sure you have your QuickBooks Online account credentials available. If you have not yet connected QuickBooks Online to your CRM, the steps below will walk you through the connection as part of the import process.

How to Import Contacts from QuickBooks Online

1. In the left-hand navigation panel, click Contacts and then click People to open the People contacts list.

   

   The left-hand navigation panel displays the Contacts section with the People option listed beneath it. Clicking People opens the People contacts list where the Import Contacts option is accessible.

2. On the People contacts list page, click the Import Contacts button to open the import source selection screen.

   

   The People contacts list page displays the Import Contacts button at the top of the page. Clicking Import Contacts opens the import source selection screen where you can choose which source to import contacts from.

3. On the import source selection screen, click the QuickBooks option to select QuickBooks Online as the import source.

   

   The import source selection screen displays several available import sources. The QuickBooks option is listed among the available sources. Clicking the QuickBooks option opens the QuickBooks Online sign-in screen.

4. On the QuickBooks Online sign-in screen, enter your QuickBooks Online email address and password to sign in to your QuickBooks Online account.

5. After signing in, QuickBooks Online will display a permissions screen asking you to authorize the connection between QuickBooks Online and your CRM. Click the Connect button in the lower-right corner of the permissions screen to approve the connection and begin the contact import.

   

   The QuickBooks Online permissions screen displays the list of data access permissions required for the integration. The Connect button is located in the lower-right corner of the screen. Clicking Connect authorizes the connection and returns you to your CRM to complete the import.

6. After clicking Connect, you will be returned to your CRM. The contact import will begin automatically. Depending on the number of contacts in your QuickBooks Online account, the import may take several minutes to complete. Once the import is finished, all contacts from your QuickBooks Online account will appear in your CRM People contacts list, each tagged with the QBO > Contact tag. Going forward, any new contact added to QuickBooks Online will automatically be added to your CRM without requiring a manual import.

Frequently Asked Questions

How do I identify which contacts were imported from QuickBooks Online?

Every contact imported from QuickBooks Online is automatically tagged with the QBO > Contact tag in your CRM. To view all QuickBooks Online contacts, search or filter your contacts list by the QBO > Contact tag.

Will new QuickBooks Online contacts be added to my CRM automatically after the initial import?

Yes. Once the QuickBooks Online connection is established, any new contact added to your QuickBooks Online account going forward will be automatically added to your CRM. The new contact will also receive the QBO > Contact tag automatically.

How long does the initial contact import take?

The initial import time depends on the number of contacts in your QuickBooks Online account. For large contact lists, the import may take several minutes. Your CRM will continue to function normally during the import. Refresh the People contacts list after a few minutes to check whether the imported contacts have appeared.