Importing Customer list with Jobs
What is the best way to import a Customer list with Jobs? When I tried using Import utility for Excel, I get an error message that the : is not allowed in the Company Name field.
What is the best way to import a Customer list with Jobs? When I tried using Import utility for Excel, I get an error message that the : is not allowed in the Company Name field.

Use an IIF file. You can convert the Excel worksheet to a file.
Try our List Importer for Quickbooks to help you create the IIF file from Excel.