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WK Tax
Level 1

Client Code

I recently started using Quickbook.

Previously, I have been using excel and I assign each client with a Client Code. Example AT89780.

I would like to import these codes into Quickbook. But in the templates, there isn't any option to add it. Is there any way to do that via the import?

Also, I would like to add "Tag", e.g. "Important client" and I would like to add "referral", how do I do that?

Solved
Best answer February 02, 2023

Accepted Solutions
GeorgiaC
QuickBooks Team

Client Code

Hi WK Tax, welcome to the Community - the tags in QuickBooks are for transactions only meaning they can't be assigned to customers/clients. It's also not possible to add a custom field to the import file, however the codes could be added to the 'notes and attachments' section after importing. If you have any feedback you'd like to share for this, please submit by navigating to the Cog > Feedback in your account. You can also get back to us below with any further Q's. :)

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1 REPLY 1
GeorgiaC
QuickBooks Team

Client Code

Hi WK Tax, welcome to the Community - the tags in QuickBooks are for transactions only meaning they can't be assigned to customers/clients. It's also not possible to add a custom field to the import file, however the codes could be added to the 'notes and attachments' section after importing. If you have any feedback you'd like to share for this, please submit by navigating to the Cog > Feedback in your account. You can also get back to us below with any further Q's. :)

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