Skip to main content

​
Overview

If you keep your customers in QuickBooks Online, you can bring them into Knead without re-typing names, emails, phone numbers, and addresses. This is a spreadsheet import: you export your customers from QuickBooks to Excel, then upload that file to Knead. There is no account connection or live sync — it is a one-time file upload you can repeat whenever you like.

​
What Gets Imported

Knead reads the columns in your QuickBooks export and maps them to Knead’s client fields:
Good to know: This is a one-time import of the file you upload. Knead does not sync ongoing changes with QuickBooks. When you add new customers in QuickBooks later, export again and re-import to bring them in.

​
Step 1 — Export Your Customers from QuickBooks Online

  1. In QuickBooks Online, open Customers.
  2. Tap Export.
  3. Choose Export to Excel.
  4. Save the .xlsx file somewhere you can find it.
Pro tip: Clean up your customer list in QuickBooks before exporting. Removing duplicates and inactive customers there is easier than deleting them in Knead after the import.

​
Step 2 — Upload the File to Knead

  1. Tap Customers in the sidebar.
  2. Tap Import Clients.
  3. Tap the QuickBooks Online tab.
  4. Follow the on-screen export steps if you need a reminder of how to get your file.
  5. Upload the .xlsx file you exported.
  6. Review the clients Knead found. Clients with incomplete data are flagged.
  7. Tap Import to save them to your Knead account.
Import Clients page showing Knead Template and QuickBooks Online tabs

​
After Importing

Imported clients appear in your client list immediately. You can then:

​
Troubleshooting

Import skips some customers — Customers with incomplete addresses may be skipped to prevent validation errors. Add their details manually after import. Some columns did not map — Make sure you exported with Export to Excel so the column headers match what Knead expects. If a field is missing, add it in QuickBooks (or in the spreadsheet) and re-upload.
Still need help? Contact us