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Established Member

QBO Plus - Missing Fields for Customer Importing

Hello,

 

I'm looking for help on importing customers into QBO+  From what I can see, not all fields are available to be imported for the customer.  I don't see an option to import the field "Other" nor any options for both the billing and shipping address?  Why aren't these fields available for importing as they are critical to the success of my setup and I don't want to have to update 1000 customers manually.  HELP PLEASE!

5 Comments
QuickBooks Team

Re: QBO Plus - Missing Fields for Customer Importing

Hi there, Isaiah58NH.

 

The Street, City, State, ZIP, and Country fields are entered as the customer's billing address in QuickBooks. Thus, for the customer that has a different shipping address from their billing address, you'll have to manually enter them in QuickBooks. 

 

Also, I'd make sure to pass this along to our product engineers so they can look into it and consider adding this on their future updates.

 

In addition, I'll walk you through on how to download the sample file. You can use this file as a reference in importing your customer information.

 

Here's how: 

  1. Go to the Gear icon and choose Import Data.
  2. Choose Customers.
  3. Click the Download a sample file link.

Please see the screenshots below: 

Picture1.png Picture2.png

 

I'd be right here if you have more questions with importing your customer's list. 

Super Explorer **

Re: QBO Plus - Missing Fields for Customer Importing

Hello, 

  As a workaround, you can use Business Importer application. Please, check the file attached, you'll find all the fields, you are able to import with it. The app has free trial period, so you can test if it suits your needs well.

  I hope that will save you a lot of timeFields for customer import.jpg

QuickBooks Team

Re: QBO Plus - Missing Fields for Customer Importing

Greetings, Isaiah58NH.

 

I'd like to join this discussion and provide additional clarification regarding this matter.

 

Before anything else, I want to thank Kirill - CloudBusiness LLC for joining the thread and sharing this awesome workaround. For the benefit of all, allow me to walk you through the steps on how to integrate apps like this to QuickBooks Online:

  1. From the left navigation panel, select Apps.
  2. Enter the name of your desired app in the Search field. Or, click the Browse category drop-down menu and choose the appropriate type of app you're looking for.
  3. Select the app once the search is done.
  4. Click the Get app now button and finish the following on-screen instructions to complete the process.

You may also visit our Apps Center to look for third-party apps that are suitable for your business needs in the future.

 

Please keep in touch should you need more assistance with this, or if there's anything else I can do for you. I've always got your back.

 

Have a great day!

Established Member

Re: QBO Plus - Missing Fields for Customer Importing

Hi, thanks for weighing in.  I'm a real QB newbie so I'm not sure I understand how additional mapping works within QB+.  Is this something I can do in the standard product?  Thanks for your help

QuickBooks Team

Re: QBO Plus - Missing Fields for Customer Importing

Thanks for the response, Isaiah58NH.


Allow me to chime and point you in the right direction about importing customer’s billing and shipping addresses fields.


Mapping helps check which fields in your Excel file correspond to the ones in your company. Currently, QuickBooks is designed not to import the information mentioned above.


As mentioned by @Kirill - CloudBusiness LLC and @AldrinS, you can use a third-party application to transfer the addresses fields into your account.


Yes, you can perform the import and mapping of inside the product. To see how the Excel file should look, you can use our sample file and download it in your QBO company.

 

To open the file, click on this link and go directly to Step 2. Make sure to select Customer Contact List.

 

Once you're ready to download the information, please follow these steps to do this task. Here's how:

 

  1. Go to the Gear icon at the top, then choose Import Data.
  2. On the Import Data page, select Customers.
    imp2.png
  3. On the Import Customers page, click on the Browse button.
    imp3.png
  4. Select the Excel file you want to import.
  5. Click Open, then choose Next.
  6. In the Map your fields to QuickBooks fields section, check the mapping of the information and click on Next.
    imp4.png
  7. Review the information, then select Import.
    imp5.png

I'm adding an article with detailed information about the major features available in QBO: Tutorials.

 

The information I provided should help you move forward.

 

If there's anything else I can help you with, leave me a comment below. Please know I'm always around to assist further. Wishing you the best.