Where do you map fields during Excel import of customers?

Where do you map fields during Excel import of customers?

• A. Do not map fields; QuickBooks maps automatically.
• B. Export current customers first and then import.
• C. Use a CSV file instead of Excel.
• D. Map fields and complete import.

Answer: (D)

Field mapping during an Excel import is where you connect each column in your file to the corresponding customer field in QuickBooks. This step tells QuickBooks exactly where to place every piece of data—names, company, email, phone, address, and other details—so the new records are created correctly. The import wizard guides you to assign the right QuickBooks field to every column, and you complete the import once all mappings are set. Skipping this step or assuming automatic mapping can lead to misfiled or missing data. The other options don’t fit because mapping is the essential part of the import workflow, and whether you use Excel or CSV doesn’t change that you must map fields before finishing the import.

Field mapping during an Excel import is where you connect each column in your file to the corresponding customer field in QuickBooks. This step tells QuickBooks exactly where to place every piece of data—names, company, email, phone, address, and other details—so the new records are created correctly. The import wizard guides you to assign the right QuickBooks field to every column, and you complete the import once all mappings are set. Skipping this step or assuming automatic mapping can lead to misfiled or missing data. The other options don’t fit because mapping is the essential part of the import workflow, and whether you use Excel or CSV doesn’t change that you must map fields before finishing the import.