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dbaker1
Level 1
posted
‎March 15, 2021 08:09 AM
last updated ‎March 15, 2021 8:09 AM

How do i import customer invoices with option "on" to pay and email address for customer setup in profile

When I import inv's into QB's, the email address and payment option are blank and off. How do I turn on as default to what is in customer profile email address and also turn the default on for customer payment option online in QB's?
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5 Comments 5
Fiat Lux - ASIA
Level 15
‎March 15, 2021 08:26 AM

How do i import customer invoices with option "on" to pay and email address for customer setup in profile

Prepare the Invoices data with the following template

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX

 

then utilize an importer tool

https:// transactionpro.grsm.io/qbo

 

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dbaker1
Level 1
‎March 15, 2021 08:33 AM

How do i import customer invoices with option "on" to pay and email address for customer setup in profile

Thank you. We are using an integration program to import into Quickbooks. Does this format take care of importing the customer email address on file as well?

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Fiat Lux - ASIA
Level 15
‎March 15, 2021 09:20 AM

How do i import customer invoices with option "on" to pay and email address for customer setup in profile

Which integration program do you have now? A connector?

 

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dbaker1
Level 1
‎March 15, 2021 09:25 AM

How do i import customer invoices with option "on" to pay and email address for customer setup in profile

We have a program that we have personally built for our customers so I'm not sure what a connector is. I may need to put you in contact with our programmers. Can you email me directly for that info and I will pass along because they handle the "behind the scenes" programming and you may or your programmers may need to speak with them directly where they can better assist you.

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Fiat Lux - ASIA
Level 15
‎March 15, 2021 09:46 AM

How do i import customer invoices with option "on" to pay and email address for customer setup in profile

You should ask your programmer/developer to access the link as I mentioned earlier. 

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