Import custom fields

It's nice to see you here in the Community, @dev-dne-org.

Let me provide some information about updating customer information in QuickBooks Online (QBO).

First, the option to update data for multiple customers is currently unavailable in QBO. I know that editing information by batch is convenient. However, you'll need to manually edit them in the Customers tab.

Here's how:

1. On the left navigation panel, click Sales.
2. Go to the Customers tab.
3. Click a customer. Then, hit Edit.

Additionally, you'll also need to manually update the information for the custom field you've created. This is because you can only match the default QBO fields to their corresponding ones on the file.

I'll leave these articles for more info on managing your customers in QBO.

• Import customers or vendors
• Add and manage customers in QuickBooks Online
   

If you ever need to show customers summaries of their balances, you can create statements as gentle, detailed reminders about upcoming deadlines. Here's an article to guide you on how: Create and send customer statements in QuickBooks Online.

Feel free to leave a reply below this post for further clarifications about updating customer information in QBO. I'm just one post away.

@dev-dne-org 

Use the exporter tool to get the template of your data including custom fields if any. Then prepare your new data with the same template and import it to your QBO.

https://get.transactionpro.com/qbo

I am trying to do this in transaction pro and the custom field(s) do not show up in their importer. I've logged a ticket with them but am not hopeful. If you have any more specific info ... please pass it along. Thanks!

I appreciate your engagement and would like to provide some information on updating customer information in QuickBooks Online (QBO), Kevin.

Utilizing a third-party application can be indeed a workaround for importing data. Since the custom fields you want to update aren't visible in the Transaction Pro, I recommend contacting their support team directly for specific guidance and possible workarounds for importing those data fields to QBO. You can contact them through this link: https://tprosupport.rightworks.com.

In the meantime, consider manually updating your customer data directly in QBO. This approach will ensure that all information, including your custom fields, is accurately reflected.

Feel free to check out this article for information on what you can import to QuickBooks Online: Common Questions About Importing Data to QuickBooks Online.

In QBO, you can generate the Customer Contact List report for a consolidated view of all your customers and their contact information, alongside other reports that help you monitor key metrics and assess your overall business health.

You can also customize the report to include data specific to your requirements. 

Please feel free to drop a Reply below if you need any further clarification about updating customer information in QBO. I'm just a message away!