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amydetmar-gmail-
Level 1
posted
‎September 16, 2022 10:12 AM
last updated ‎September 15, 2022 5:12 PM

When importing invoices what customer fields need to match previously entered customers to NOT trigger new customers to be added with each import?

I am importing invoice data in a CSV file from a CRM. The files contain the Customers First and Last name. When importing the name populates in the Customer display name. I have update the customer contact details and added a Parent customer. When importing subsequent invoices QuickBooks does not recognise my previously added customer and adds a new one.
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1 Comment 1
IntuitSheila
Level 8
‎September 16, 2022 11:07 AM

When importing invoices what customer fields need to match previously entered customers to NOT trigger new customers to be added with each import?

Hi amydetmar-gmail-,

 

When importing invoices in QuickBooks Online we'll need to make sure the customer's full name is exactly the same to avoid creating a new customer on file. Try checking your Customer name and Display name as in QuickBooks Online and make sure they're the same in your spreadsheet. That way, when you import the invoice it will be mapped to the same customer profile.

 

Also, make sure on the spreadsheet first and the last name is under the same column

 

You can check this link to learn more about how to Import customers or suppliers from email contacts or a spreadsheet to QuickBooks Online and Import multiple invoices at once.

 

Post again in the Community if you have more questions about QuickBooks Online.

 

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