Customers and Vendors can be imported in three formats.

  1. QuickBooks Online CSV export.
  2. QuickBooks Desktop CSV export.
  3. From another program using the Brew Ninja CSV template.


Getting the Customer/Vendor File:


QuickBooks Online CSV Export

  1. From your QuickBooks online export the customer/vendors to excel.
  2. Open the downloaded file in Excel or Google Sheets.
  3. Export the file as CSV.


QuickBooks Desktop CSV Export

  1. Open the Customer/Vendor Center.
  2. Select the Excel drop-down, then choose:
  3. Export Customer/Vendor list if you want to export customer/vendor data such as name, balances and contact information.
  4. Export Transactions if you want to export transactions (either by name or transaction type).
  5. In the Export window, choose Create a comma separated values (.csv) file.
  6. Select Export.
  7. Assign a file name, then choose the location where you want to save the file.


Creating a CSV from another program

  1. Download the Customer or Vendor template from Brew Ninja.
    1. navigate to Transactions => Business Partners.
    2. Click 'Other Tasks' at the bottom of the page.
    3. Click to download either the Customer or Vendor Template.
  2. Open the downloaded template in Excel or Google Sheets.
  3. Export a spreadsheet of your customers or vendors, from the application where you maintain your customers/vendors, to be your source data.
  4. Open your source data Excel or Google Sheets.
  5. Copy/Paste the data from the source spreadsheet to the Brew Ninja template.
  6. Make sure the data is formatted correctly within the columns. 
  7. Save the Brew Ninja template as a CSV.


Importing the List to Brew Ninja

Once you have exported your list of Customers or Vendors using one (of the three) above methods, you can now import that data to Brew Ninja using the following steps:

  1. Navigate to Transactions => Business Partners.
  2. Click Other Tasks at the bottom of the page.
  3. Click Import from File in the expanded Other Tasks area.
  4. Select the .csv file you exported your Customers in.
  5. If there are no errors in the file, Brew Ninja will import all Customers. If there are errors, fix them in the csv file, and try again.
  6. Repeat the process for the Vendors you exported.