How To Bulk Import Multiple Jobs For Multiple Existing Customers
Hello,
I am having trouble finding out of what I'm looking to do is possible in Quickbooks Desktop (Premier 2020) either natively or via a third party. For any third party replies, please give specifics as to how your program can meet this objective.
Is it possible to bulk import (via Excel/CSV/etc) multiple jobs for multiple existing customers in our Quickbooks company file?
Here's an example customer hierarchy we work with in Quickbooks - these represent existing customers and existing jobs:
Customer A
--Job A1
--Job A2
Customer B
--Job B1
--Job B2
--Job B3
Is it possible to import the following information in BOLD:
Customer A
--Job A1
--Job A2
--Job A3
--Job A4
Customer B
--Job B1
--Job B2
--Job B3
--Job B4
The goal is to import pertinent job information into the existing hierarchy of an existing customer in our company file. In this case the Job Information would be:
* I would presume the pre-filled existing customer information that already resides in Quickbooks would remain the default information on the "Address Info" page of the new job *
1) Job name
2) Job Description (ideally this would simply be a Purchase Order number)
3) Job Type
4) Job Status
5) Start Date
6) Projected End Date
I have not found a way to do this or a clear explanation to learn if this is possible.
Any information or guidance is greatly appreciated.
This process is a serious bottleneck for our company as we grow and are currently exploring other programs that may be better suited than Quickbooks to handle this process. If Quickbooks is able to accomplish this, we may be able to buy another couple years before migrating to another platform.
Thank you
