What Square export file format does this tool accept?

This tool accepts Square Customer Directory CSV files. Export from Square and upload the CSV file directly.

Can I convert Square CSV to QuickBooks Customer?

Yes, this tool converts Square Customer Directory CSV exports directly to QuickBooks Customer Import format compatible with QuickBooks Customer.

How do I import Square customer directory to QuickBooks Customer?

Export your customer directory from Square, upload the CSV file to this converter, then import the converted file to QuickBooks Customer.

Square Customers to QuickBooks

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QuickBooks Customer Import Format

valid rows

Migrate your Square customer database to QuickBooks Online. Preserves contact info, addresses, and lifetime value data.

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Download Sample

Sample customer directory CSV

Download Sample

How to Convert Square → QBO Customers

Export from Square

Customers → Import / Export → Export Customers → Download

Upload and Configure

Upload Customers Export CSV and choose Customer Import format

Preview and Download

Review converted data, download Quickbooks Online-ready file

Import to QuickBooks Online

Settings ⚙️ → Import Data → Customers → Upload CSV

Output is in QuickBooks Customer Import format — ready to import directly, no manual reformatting needed.

Field Mapping

How Square Customers fields map to Quickbooks Online Customer

Square Customers	Source Value		Quickbooks Online Customer	Target Value	Note
`Company Name`	`Acme Corp`	→	`Company`	`Acme Corp`	Business name
`Email Address`	`john.smith@example.com`	→	`Email`	`john.smith@example.com`	Customer email
`Phone Number`	`+1-555-123-4567`	→	`Phone`	`+1-555-123-4567`	Phone number
`City`	`New York`	→	`Billing City`	`New York`	City
`State`	`NY`	→	`Billing State`	`NY`	State/Province
`Postal Code`	`10001`	→	`Billing Postal Code`	`10001`	ZIP/Postal code
`Country`	`US`	→	`Billing Country`	`US`	Country

Data Transformation

Each Square customer becomes one QuickBooks customer record

One row per customer from Square Customer Directory

Key columns: Customer ID, First Name, Last Name, Email Address, Phone Number

1:1 — One input row creates one output row

One customer record with billing address and contact details

Customer Record Customer details with name fallback (email/company) and truncation

Name unique and ≤100 chars; name fallback if First/Last blank

Square → QBO Customers Conversion Questions

How do I export customers from Square?

Go to Square Dashboard → Customers → Directory → Export. Download the CSV file.

Will this create duplicate customers?

QuickBooks requires unique display names. If duplicates exist, enable the '(Square)' suffix or modify names before import.

What customer data is transferred?

First/Last Name, Company, Email, Phone, full address, and optionally lifetime value data and notes.

Why Use the Square → QBO Customers Converter?

Complete Customer Data

Names, emails, phones, and full addresses transferred.

Lifetime Value Notes

Total Spent and Total Visits preserved in customer notes.

Address Mapping

Billing and shipping addresses populated from Square data.

Name Conflict Handling

Options for handling blank names and duplicates.

Country Code Expansion

Automatically expand US to United States, CA to Canada.

Source Identification

Optional (Square) suffix to identify imported customers.

How People Use Square → QBO Customers

Migrating my Square customer directory to QuickBooks took weeks of manual data entry until I found this tool. It split full names into First and Last fields, expanded US to United States, and imported all 1,800 customers with their addresses in one batch.

Several of my clients switching from Square to QuickBooks needed their customer lists migrated. The lifetime value notes feature is a huge bonus because it preserves Total Spent and Total Visits data that would otherwise be lost during the platform transition.

I needed to import Square customers into QuickBooks without creating duplicates. The optional (Square) suffix let me identify imported contacts easily, and the email-as-name fallback handled the walk-in clients who never gave their name at the register.

Why Square Customers Don't Import Directly to QuickBooks

The Field Mapping Problem

Square exports customer data with different field names and formats than QuickBooks expects. Square uses "Customer Name" while QuickBooks needs separate "First Name" and "Last Name" fields. Without conversion, customer records fail to import or create incomplete profiles with missing contact information and addresses.

What This Tool Does

We transform Square customer data into QuickBooks-compatible format: - Names split into First/Last Name fields - Addresses mapped to billing and shipping fields - Lifetime value data preserved in customer notes - Country codes expanded (US → United States) Your QuickBooks customer list matches your Square directory exactly.

Common Customer Import Errors

Issues you might encounter when importing Customers Export data to Customer Import - and how we solve them

Duplicate Customer Name

QBO requires unique display names across all customers/vendors

Name: 'John Smith' (already exists)

Name: 'John Smith (Square)' or use email

Add suffix or use email when names conflict

Review duplicates before import and rename if needed

No Customer Name

QBO requires a Name for each customer

First Name: (blank), Last Name: (blank)

Name: 'customer@email.com'

We use email or Company as name fallback

All customers will have a name after conversion

Customer Name Too Long

QuickBooks limits display names to 100 characters

Very Long Customer Name With Company...

Very Long Customer Name With...

Names are truncated to fit QBO limits

Automatic truncation during conversion

Your Square → QBO Customers Conversion is Secure

Client-Side Conversion

No server round-trips. Your Square → QBO Customers data is processed entirely in the browser tab.

Auto-Erased on Close

The moment you close the page, all Square → QBO Customers data is wiped from browser memory. No traces left.

EU Privacy Standard

Meets GDPR requirements by design — no data processing on external servers, ever.

More credits - more savings

Buy bundles and get up to 60% off. Perfect for recurring monthly conversions.

Frequently Asked Questions

You can, but free scripts and AI often miss edge cases that break real-world data: missing SKUs, currency formatting quirks, tax calculation errors, or date format mismatches. We have battle-tested validators specifically designed for accounting software imports that catch these issues before they corrupt your books. Plus, you get instant browser-based conversion without installing Python or managing dependencies.

Go to Square Dashboard → Customers → Directory → Export. Download the CSV file.

Enable 'Use Email as Name' or 'Use Company as Name' to handle blank names. Otherwise, we generate 'Square Customer' + ID.

QuickBooks requires unique display names. If duplicates exist, enable the '(Square)' suffix or modify names before import.

First/Last Name, Company, Email, Phone, full address, and optionally lifetime value data and notes.

You can import customer names, email addresses, phone numbers, and mailing addresses from Square. However, transaction history and credit card information cannot be imported.

The app automatically matches customers if names are identical between systems. For mismatches, you can manually link transactions to the correct QuickBooks customer.

Customer names won't import if 'Record Sales Summary' is enabled. Change your Square setting to 'Record sales individually' to include customer data.

You can select your import start date up to 18 months of historical customer and transaction data from Square.

The default Square Connector integration doesn't transfer individual customer names—it shows all transactions under a generic 'Square Customer' label. Use a third-party tool for customer-level data.

Yes. If Square has 'FirstName LastName' but QuickBooks has 'LastName FirstName', the app won't auto-match. Manual linking resolves this quickly.