Import Customers and Projects from QuickBooks


If you use QuickBooks to manage company data, you can import existing files to your Monchilla account. You simply need to export a .csv file that you can import to Monchilla.

Export from QuickBooks

  1. In the top toolbar, click Customers and select Customer Center.

  2. At the top, click Excel and select Export Customer List.

  3. The Send Report to Excel window opens. Select Create a comma separated values (.csv) file and click Export.

  4. Navigate to your desired folder, enter a file name, and click Save.

Now that you’ve exported the file in the correct format, you’re ready to import it to Monchilla.

Import to Monchilla

  1. Log in to your Monchilla account. Under the Settings tab, click Import.

  2. On the Step 1: Import Chart of Accounts page, click the Skip this Step button to get to Step 2: Import Customers and Projects.

  3. On the Step 2: Import Customers and Projects page, click the Select button.

  4. Select the .csv file you just created and click Open.

  5. The selected filename will appear below. (Note: If you selected the wrong file, click the red X to remove it, then repeat the steps to select the correct file.) Then click Import Customer List.

If the import is successful, the page will move ahead to Step 3: Import Vendors.

If the import fails, you will receive an error message. Check your file to ensure the formatting is correct. If the problem persists, contact


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