Hello All -
Long story short I have to add addresses to our existing customer & vendor databases. Some have them already entered, some dont. (Most will at least have the name entered.)
Our smallest database is about 140, largest is over 2k.
Can I use the import feature to overwrite JUST the addresses on existing client? I haven't fully looked into the option - just found that you could it. Any help would be lovely. I will end up creating a test QB file to try this with along with double and triple checking backups, but any insight would be helpful so I do not get myself a heart attack when I start taking a look and testing.
Thank you in advance!
You can copy the address from the excel file and paste it to your QuickBooks Desktop account to update their address.
To do it:
Here’s more information on how to add and edit multiple customers, vendors, and items.
Let me know how I can further assist you with your account. I’m always here to assist.
I'll take care of your query about this process to update your customer's information.
What you said is correct. You're able to upload a CSV file to update or overwrite existing customer information in QuickBooks Desktop (QBDT).
You can follow the steps provided by my peer @MaryJoyD above. In case you missed it, visit this article to learn more about this process: Add and edit multiple customers, vendors, and items.
On the other hand, if you're looking to merge accounts, you can take a look at this article: Merge Accounts, Customers, and Vendors. This contains the steps to merge the account types mentioned.
If you have any other questions, feel free to post them below. I'll be sure to get back to you.
From what I have been able to figure out... you cannot actually UPLOAD/Merge a FULL excel file to your customers/vendors.
The "edit multiple customers" option really is just a box that allows you to edit each customer in a easier format. You cannot actually copy 6 different customers and paste into QB all at once.
I have imported a CSV file and can't get the full address to come out on the customer box I have tried entering data in all the billing fields, i have tried multiple lines in the CSV file and no luck. We just picked up an account which has NEVER been automated. It is all hand written. So I am trying to get a CSV file to enter in the information.
Any insight will be greatly appreciated.
Utilize one of 3rd party tools as I mentioned earlier. Then prepare your Customer data with the following template:
|Customer Name||Is Active||Company Name||Salutation||First Name||M.I.||Last Name||Job Title||Contact||Phone||Fax||Alt. Phone||Alt. Contact||CC||BillTo Line1||BillTo Line2||BillTo Line3||BillTo Line4||BillTo City||BillTo State||BillTo PostalCode||BillTo Country||ShipTo Line1||ShipTo Line2||ShipTo Line3||ShipTo Line4||ShipTo City||ShipTo State||ShipTo PostalCode||ShipTo Country||Customer Type||Terms||Sales Rep||Resale No.||Price Level||Account Number||Credit Limit||Payment Method||Notes||Sales Tax Code||Sales Tax Item||Job Status||Job Start Date||Job Projected End||Job End Date||Job Description||Job Type||Currency|
|Acme Tools||Y||Acme Tools||Mrs.||Jane||M||Doe||AP Clerk||Jane Doe||(908) 123-4567||(908) 123-4567||(908) 123-4567||John Doe||[email address removed]||Acme Tools||One Main Street||Washington||WA||12345||USA||Acme Tools||One Main Street||Washington||WA||12345||USA||Commerical||Net 30||KLM||ACME||Commercial||989||1000||Visa||This is a commerical customer.||Tax||MA|
|Adams Landscaping||Y||Adams Landscaping||Mr.||John||Smith||Manager||John Smith||(777) 888-9999||(777) 888-9999||(777) 888-9999||Jane Smith||[email address removed]||Adams Landscaping||Two Church Street||Smithville||OH||98765||USA||Adams Landscapting||Two Church Street||Smithville||OH||98765||USA||Net 30||12345||5000||Check||This is a new customer||Non|
|Superstore||Y||Superstore||Ms||Karen||Jones||Karen Jones||(888) 888-8888||(888) 888-8888||[email address removed]||Superstore||1 North Street||Anytown||TN||88888||USA||Superstore||1 North Street||Anytown||TN||88888||USA||Net 30||Tax||MA|