Ok Quickbooks hive mind...help me out here:
I've got a client who would like to import customer email addresses into his Quickbooks Desktop. He has used Quickbooks for many years and does not want to overwrite any of his customer data or history. He just wants to add his customer email database into Quickbooks from an excel sheet. He doesn't want to manually type all of the emails in (because he has about 1000 customers and it will be labor intensive.)
Is there an easy solution to this? A way to import JUST the email addresses and have them match to the Quickbooks customer file?
My understanding is that if we import, it'll either a) overwrite the Quickbooks customer data or b) it will create a duplicate customer and we'll need to merge the 2 customers.
Thanks in advance for your ideas and advice.
You can easily download your employee’s email information by copying and pasting them into QuickBooks. Here’s how:
For other ways of importing this information, please refer to this article: https://quickbooks.intuit.com/community/Help-Articles/Import-or-export-MS-Excel-files/m-p/203724
Stay around if you need anything else.
Yes. It is possible to modify/make changes to existing Customer accounts in QB Desktop. You can use the 3rd party App 'SaasAnt Transactions'.
You need to follow the steps mentioned below.
Connect the App to QB Desktop file
Get the Export file of Customer's List
Include 'Email address in the Export file'
Re-import the same file with following settings turned ON.
Click on 'Edit' -> 'Import Settings'
General -> 'Find Matching Transactions in QB by' -> QuickBooks Internal Id
Action When a Matched Transaction Found -> Append Existing Transaction'