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H
host-hkmfta-org
March 4, 2024
Question

Can't import Customer Type when importing Customers from csv. Why?

  • March 4, 2024
  • 2 replies
  • 0 views
The import does not have this function. Yet the sample import csv file has Customer Type.

2 replies

G
GlinetteC
March 4, 2024

Hi there, host.

 

I'm here to clarify things regarding importing customer type in Quickbooks Online, and I'll be sure to guide you through the process.

 

When importing Customers from a CSV file into QuickBooks Online, there are specific guidelines to follow to ensure a successful import. One of them is the correct mapping. It is important to note to match your CSV file columns correctly with the corresponding QuickBooks Online fields to avoid errors. 

 

Since the Customer Type field in QuickBooks Online Field isn't available, you're unable to import them. 

 

You can find detailed steps and answers to frequently asked questions about importing customer data, including the required file format, in these articles:

 

 

You can always post again if you have further concerns managing customers or other questions you may have. The Community is here to lend a hand.

H
host-hkmfta-orgAuthor
March 6, 2024

Thanks for the reply.

Its just that in the sample import file for the customer csv import that I downloaded from the Quickbooks support site  contains the Customer Type field. And so I naturally assumed that the Customer Type field is a allowable field in the Customers data.  

G
GlinetteC
March 6, 2024

I appreciate you getting back to us, host.

 

It appears that there may have been some confusion or misunderstanding regarding the Customer Type field in the sample import file, and I wanted to take a moment to address this matter to ensure clarity and avoid any confusion in the future.

 

The QuickBooks Online Field platform does not currently offer the option for the Customer Type field.

 

I'm sharing some resources you can check about managing customers and their outstanding balances for future tasks:

 

 

The Community is always here if you have any additional questions besides importing in QBO.

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