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C
Colin_Four_Ferry
August 13, 2019
Question

Importing customer list

  • August 13, 2019
  • 2 replies
  • 0 views

i have a list of my clients customers in a CSV format to be imported into QB, but the file has the first and second names in different columns, there is only one mapping option for name when i'm importing into QB. is there anyway for me to tell the system to put the two columns both into the name field?

2 replies

E
EdwardR
August 13, 2019

Thanks for posting in Community Colin.

 

The fields are set in QuickBooks Online and when uploading can't be merged, you will need to edit the CSV file directly to include the two names in one column to be able to upload.

 

 

A
Anonymous
August 13, 2019

hi @Colin_Four_Ferry ,

Consider using TPI for your case. You may create a command line to let it merged the columns.

https://transactionpro.grsm.io/fl-qbo

 

Hope it helps.

 

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