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Prepare the Cusomer List data with the following template
Title | Company | FirstName | MiddleName | LastName | Suffix | DisplayName | PrintOnCheckName | BillingAddressLine1 | BillingAddressLine2 | BillingAddressLine3 | BillingAddressLine4 | BillingAddressCity | BillingAddressState | BillingAddressPostalCode | BillingAddressCountry | ShippingAddressLine1 | ShippingAddressLine2 | ShippingAddressLine3 | ShippingAddressLine4 | ShippingAddressCity | ShippingAddressState | ShippingAddressPostalCode | ShippingAddressCountry | PhoneNumber | MobileNumber | FaxNumber | OtherNumber | WebSite | CustomerType | SalesTerm | DefaultTaxCode | TaxExemptionReason | ResaleNumber | PaymentMethod | PreferredDeliveryMethod | BillWithParent | Currency | Notes | |
Mr. | Abacus Industries | Janice | Johnson | Janice Johnson | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 400 East Street | Dallas | TX | 99875 | (603) 555-2000 | (603) 555-2001 | (603) 555-2002 | (603) 555-2003 | [email address removed] | Residential | Net 30 | 12345678 | Check | Y | ||||||||||||||||
Mr. | Walker Associates | Leonard | Walker | Leonard Walker | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | (603) 555-3000 | (603) 555-3001 | (603) 555-3002 | (603) 555-3003 | [email address removed] | Commercial | Net 30 | Check | |||||||||||||||||||
Mr. | Pinnacle Partners | Lisa | Smith | Lisa Smith | 19 Jerico Drive | Bensalem | PA | 84256 | 19 Jerico Drive | Bensalem | PA | 84256 | (603) 555-4000 | (603) 555-4001 | (603) 555-4002 | (603) 555-4003 | [email address removed] | Net 30 | Check | None |
DisplayName should be the one and only mandatory field
https://transactionpro.grsm.io/qbo
Thanks for your reply! Unfortunately I don't have the luxury of using TransactionPro. Unless I'm missing something, QBO appears to require the Name field, which eventually ends up in First Name ... Last Name. See attached screen capture.
Hi there. I can see the need for having the flexibility to not include the Name filed. Since this feature isn't available, I encourage you to send feedback to our product developers. You can do this by clicking the Gear icon and looking for Feedback. New product ideas and improvements are largely based on the valuable feedback we get from users like you. I'll be one message away in case you have other questions.
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