Bring your client list into CPA Buddy in minutes. Sync from QuickBooks, or upload a CSV or Excel file, map your columns to the right fields, and import — with validation and duplicate detection so your data lands clean.
Pull clients straight from QuickBooks Online, or upload a file exported from any system.
Sync clients from your connected QuickBooks Online account.
Upload a .csv file exported from any system.
Upload a .xlsx spreadsheet exported from your tools.
Your spreadsheet does not need to match our format. Map each of your columns to the right CPA Buddy field, with required fields clearly marked and a live counter of how many columns are mapped.
Display Name and Country are required — everything else is optional, so you import as much detail as you have.
Bring across email, phone, type, entity type, tax ID, business number, tax year end, address, and notes.
See a summary of rows and columns found, plus warnings for anything that needs a second look — before you commit.
A guided flow takes you from source file to imported clients, with a clear result at the end.
Connect QuickBooks or upload a CSV or Excel file — download a sample template if you like.
Match your columns to CPA Buddy fields. See how many are mapped and review warnings.
Confirm and import. Get a breakdown of created records, duplicates skipped, and any errors.
Everything you need to move your data in cleanly.
Connect your QuickBooks Online account and queue a sync to pull your clients straight into CPA Buddy — no file export required.
Upload a .csv or .xlsx file exported from any system. Download a sample template if you want a head start on the format.
A side-by-side mapper shows your columns next to CPA Buddy fields. Required fields are clearly marked, and a counter tracks how many of your columns are mapped.
Bring across far more than names: email, phone, individual vs organization type, entity type, tax ID, business number, tax year end, address, and notes.
A pre-import summary reports the rows and columns found, flags unmapped columns, and warns about values it cannot parse — like ambiguous tax-year-end formats.
Re-importing? Existing clients are detected and skipped, so you can run an import again safely without creating duplicates.
You can import your clients — including names, contact details, individual or organization type, entity type, tax IDs and business numbers, tax year end, incorporation or start date, address, and notes. You can import from a connected QuickBooks Online account or by uploading a CSV or Excel file.
No. During import you map your own columns to CPA Buddy fields, so your headers do not need to match ours. Display Name and Country are required; everything else is optional. You can also download a sample template if you prefer to start from our format.
CPA Buddy detects clients that already exist and skips them during import, reporting them as duplicates in the results. This means you can safely re-run an import without creating duplicate records.
Before importing, you see a summary of the rows and columns found, plus warnings for unmapped columns or values that could not be parsed. After importing, you get a breakdown of records created, duplicates skipped, and any errors with per-row detail.
Once your clients are in, the rest of CPA Buddy is ready to go.
Switching to CPA Buddy does not have to mean weeks of data entry. Start your 30-day free trial and import your client list today.
30-day free trial. No credit card required. Cancel anytime.
