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Overview

If you use QuickBooks Online to manage your business, you can import your existing customer list directly into Knead. This saves you from manually re-entering client names, emails, phone numbers, and addresses.

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What Gets Imported

When you connect QuickBooks Online, Knead pulls your customer records and maps them to Knead’s client fields:
QuickBooks FieldKnead Field
Display NameFirst Name + Last Name
EmailEmail
PhonePhone
Billing AddressMailing Address
Shipping AddressDelivery Address
Company NameCompany
Good to know: The import is a one-time pull of your customer list. Knead does not sync ongoing changes between QuickBooks and your client list. If you add new customers in QuickBooks later, you can re-import to bring them in.

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How to Import

  1. Tap Customers in the sidebar.
  2. Tap Import Clients.
  3. Tap the QuickBooks Online tab.
  4. Sign in with your QuickBooks credentials when prompted.
  5. Knead retrieves your customer list and displays them for review.
  6. Review the imported clients. 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
Pro tip: Clean up your QuickBooks customer list before importing. Remove duplicates and inactive customers in QuickBooks first — it is easier to filter there than to delete them in Knead after import.

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After Importing

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

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Troubleshooting

Import skips some customers — Customers with incomplete addresses may be skipped to prevent validation errors. You can add their details manually after import. QuickBooks sign-in fails — Make sure you are signing in with the QuickBooks account that owns the company file, not a user with limited access.
Still need help? Contact us