Customer list in QuickBooks Online
Modified on: Thu, 5 Nov, 2020 at 11:41 PM Import Customer List into QuickBooks Online You can importcustomersfrom text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software. Pre Requisites:Connect your QuickBooks Onlineaccount to SaasAntTransactions (Online) App fromQuickBooks AppStoreby clicking the "Get App Now" button and get the 30 days free trial [No credit card required]. Importing Customers into QuickBooks Online:To import customers into QuickBooks Online using the SaasAnt Transactions (Online) application, follow the steps below Click on the "Upload File" Menu and upload your file. Step 1: Select your file and spreadsheet which has the customers that you want to import. Step 2: Select the QuickBooksentity as Customers. Step 3: Set up the mapping of the columns in your customers import file to the corresponding fields in QuickBooks (Refer below Section). Step 4: Click Import and your customers will be directly added to your QuickBooks company. The important step in the import is to map your file headers to the QuickBooks field in Step 3 of the import. Some key steps below:
SaasAnt Transactions (Online) FieldsField NameFormat Description Title Characters Title of the Customer. Company 50 Characters The name of the company associated with the Customer or organization. First Name 25 Characters Given name or first name of the Customer. Middle Name 25 Characters Middle name of the Customer. Last Name 25 Characters Family name or the last name of the Customer. Suffix 10 Characters Suffix of the name. Display Name As100 CharactersThe name of the Customer or organisation as displayed in QuickBooks Online. This must be unique across all other customers, employees, vendors, and other names. Or Project Name Print On Check As100 CharactersName of the Customer or organisation as printed on a check. If it not provided, this is populated from Display Name. Customer Type100 Characters Type of the customer Ex: Premium, BasicIs Project Boolean TRUE: If it is a Project Billing Address Line 1 500 Characters First line of the Billing Address. Billing Address Line 2 500 Characters Second line of the Billing Address. Billing Address Line 3 500 Characters Third line of the Billing Address. Billing Address City 255 Characters City Name. Billing Address Postal Code 31 Characters Postal code (Zip code for USA and Canada). Billing Address Country 255 Characters Name of the country. Billing Address State 255 Characters Region within a country. Ex: State Name for USA, Province name for Canada. Shipping Address Line 1 500 Characters First line of the Shipping Address. Shipping Address Line 2 500 Characters Second line of the Shipping Address. Shipping Address Line 3 500 Characters Third line of the Shipping Address. Shipping Address City 255 Characters City Name for Shipping Address. Shipping Address Postal Code 31 Characters Postal code (Zip code for USA and Canada) for Shipping Address. Shipping Address Country 255 Characters Name of the country for Shipping Address. Shipping Address State 255 Characters Region within a country. Ex: State Name for USA, Province name for Canada. Phone 21 Characters The telephone number in free form. Mobile 21 Characters The Mobile number in free form. Fax 21 Characters The fax machine number in free form. Other 21 Characters Other contact information. Website 1000 Characters Web Site URL. 100 Characters Email address. Terms Characters Reference to a term associated with the Customer. Preferred Payment Method Characters Preferred delivery method. Tax Resale No 15 Characters Resale number of the customer. Tax Code Characters Default tax code of the customer. Preferred Delivery Method Characters Preferred delivery method. Bill With Parent Boolean If TRUE, this Customer is billed with its parent. If FALSE or NULL, the customer is not billed with its parent. Parent Customer Name Characters The immediate parent of the Customer. Or Customer name associated with the Project Balance Decimal The open balance amount or the amount unpaid by the customer. Open Balance Date Date Date of the Open Balance. Notes 2000 Characters Free form text describing the Customer. This customer is taxable Boolean If TRUE, transactions for this Customer are taxable. Currency Code Characters Currency Code for customer transactions.
Please update the Preferred Delivery Method with following values: Print, Email, None The name supplied already exists. Another customer, vendor or employee is already using this name. Please use a different name. This customer is already available in QuickBooks with given "Display Name". If you want to continue with same customer,please change the "Display Name" This error may appear if you have tried to upload parent customer & sub-customer in same file. Please continue the upload with the error, Sub-customers will be created automatically. Multi Currency should be enabled to perform this operation. If you try to create a customer with the currency other than your home currency,you will get this error. Please enable Multi Currency Support in your QuickBooks Online Company. For sub-customers, you must select the same currency as their parent. Please update the currency field with parent customer's currency. |