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I am trying to import customer info from an excel file into and have two issues;
1. I need to log in as admin to import, previously could just use a normal user account. Can this be changed?
2. I need to import an email address and a email2 address, but the mapping options don't allow me to map to the email2 field. How can I change this?
3. There's only one field to map to for "address" when I need to import street address, city and province. How do I do this?
Hello pseltsam,
I hope your week is off to a good start. You have some great questions here and I'll work through them with you in the order you've asked them.
Regarding the user permissions, you should still be able to import transactions with a non-admin access. Because it's not allowing you to do it with the regular user access, there may be an issue with the user profile. I recommend creating the user profile again to see if the problem occurs with the new one as well. Here's how an admin can do it.
If that user is also having trouble, I'd like our support team to take a look at this with you to see if we're missing something. I'll leave the contact details below.
I'll combine your two import questions. There are a few ways to import your lists into QuickBooks Desktop. The easiest way to make sure you get all the columns you'd like is to follow these steps.
For the street address, you'll be using the Invoice To 1 - 5 columns to fill in the various details. Think of each box as a line of the address. So it could be mapped something like this.
123 Fake Street (Invoice To 1)
Toronto, ON (Invoice To 2)
O1O 1O1 (Invoice To 3)
The other way to import excel files is by going to the File menu and choosing the Import option from Utilities. If you click "No" on the message that pops up, you'll be taken to an advanced import option. This will open an Excel spreadsheet for you to fill out and the data will be imported into your books.
In case you need it, here's the contact information I mentioned: dial 1-877-772-9158. Learn about support hours and policies here: Intuit QuickBooks Desktop software support policies
For your reference, here's more about what we've covered.
I hope that helps! Have a great day. :)
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