Info in Sales Receipt not going into central database

Chris2222 · ‎April 23, 2021

Hi all, I've tried various Quickbook support channels to try and resolve this issue but one of the support desk appear to understand the issue, let alone resolve it.

When I am creating a customer receipt I go to + NEW > SALES RECEIPT

I enter in the customer vehicle registration in the CUSTOMER field, I then enter their email address is the EMAIL field. I then finish off the resat of the Sales Receipt and save it.

However when I go to SALES > CUSTOMERS and then export all the data and open it in Excel, the CUSTOMER field is present however the EMAIL field is not.

When I return to any of these sales receipts, within the receipt I can see the customer email address but it is not in the main database. This is a problem for me as I'd like to export all of that info into our main CRM.

How would I go about syncing the data in the sales receipt with the main database?

John C · ‎April 23, 2021

Hi Chris2222 As you've discovered the email address is not included in the customer data that is exported to Excel. We will of course forward your valued feedback to our developers for their consideration and we encourage you to leave feedback from within the product.

Chris2222 · ‎April 23, 2021

Thanks John, so that's a known bug? When will it be fixed and what is the work around?

John C · ‎April 23, 2021

Hi Chris2222 If the email address is entered directly into the customers detail section the information will be included when you export the customer list. If you add the email address to the email field of a sales receipt it won't be included when you export the customer list as the information hasn't been directly added to the customers details.

Chris2222 · ‎April 23, 2021

OK thanks but my question remains: why is it not included and how do I export this data?

John C · ‎April 23, 2021

Hi Chris2222 If you enter the email address directly to the customer details the information will be exported. As you're entering it directly onto the sales receipt it's not being classed as the customers information and therefore won't be included in the export. There isn't a way to include the email address in the exported data if you enter it directly to the sales receipt and we have therefore forwarded your comments to our developers and we encourage you to leave feedback from within the product.

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Info in Sales Receipt not going into central database