Skip to main content
K
KT_HM
September 10, 2023
Question

Import Customers: Individual Name Required, Is there a workaround? (QBO)

  • September 10, 2023
  • 2 replies
  • 0 views

When using the import file technique, the Name field is required. The name field is an individual's name. It can't be left blank.

  1. Does anyone have a workaround or hack if you don't have an individual's name or don't want to include it? 

If it is blank, does that skew the loos of the invoice?

Thanks!

2 replies

R
ReymondO
September 11, 2023

Good day, @KT_HM. I'll share insights about importing customer lists in QuickBooks Online.

 

Once you import your customer's data, it's required to enter a customer's name since it's a part of the required field during mapping. This is why the system won't allow you to leave it blank.

 

In addition, the system won't allow to save an invoice if the customer's field is blank.

 

As a workaround, I'd suggest looking for a third-party app that would help import your customer's data into QuickBooks. Simply go to the Apps menu and click Find apps. Then, search for the application from there.

 

Moreover, I'd recommend sending this suggestion to our developers. They can review your request and most likely include it in future updates.

 

You can always get back to the Community if you have follow-up questions. We're ready to help you out.

Fiat Lux - ASIA
Fiat Lux - ASIA
September 11, 2023

@KT_HM 

The Display Name field is the only mandatory one to import Customer list data

TitleCompanyFirstNameMiddleNameLastNameSuffixDisplayNamePrintOnCheckNameBillingAddressLine1BillingAddressLine2BillingAddressLine3BillingAddressLine4BillingAddressCityBillingAddressStateBillingAddressPostalCodeBillingAddressCountryShippingAddressLine1ShippingAddressLine2ShippingAddressLine3ShippingAddressLine4ShippingAddressCityShippingAddressStateShippingAddressPostalCodeShippingAddressCountryPhoneNumberMobileNumberFaxNumberOtherNumberWebSiteEmailCustomerTypeSalesTermDefaultTaxCodeTaxExemptionReasonResaleNumberPaymentMethodPreferredDeliveryMethodBillWithParentCurrencyNotes
Mr.Abacus IndustriesJanice Johnson Janice Johnson 110 Main StreetSuite 2000  DallasTX99875 400 East Street   DallasTX99875 (603) 555-2000(603) 555-2001(603) 555-2002(603) 555-2003 [email address removed]ResidentialNet 30  12345678CheckPrintY  
Mr.Walker AssociatesLeonard Walker Leonard Walker 9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345 (603) 555-3000(603) 555-3001(603) 555-3002(603) 555-3003 [email address removed]CommercialNet 30   CheckEmail   
Mr.Pinnacle PartnersLisa Smith Lisa Smith 19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256 (603) 555-4000(603) 555-4001(603) 555-4002(603) 555-4003 [email address removed] Net 30   CheckNone   

 

Terms & ConditionsAccessibility statement