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April 4, 2025
Question

Importing Into Customer Notes Field

  • April 4, 2025
  • 1 reply
  • 0 views

I'm currently working on bringing over our data from a Foxpro DB and we used a 'NOTES' field as essentially our "CRM" so there are customers with 1500 plus characters in the notes that give us a LOT of information. Is it possible to import these into the QB Desktop customer "Notes" field in a large batch or do these need to be added one by one?

1 reply

April 4, 2025

Welcome to the Community, Samwwd. The option to import notes in batches is currently not available in QuickBooks Desktop at this time. However, you can still add notes manually, one at a time. I’ll walk you through the steps to do this.
 

Here's how to import notes manually: 

 

  1. Navigate to the Customers menu and choose Customer Center.
  2. Click Customers & Jobs then select the customer you wanted to import notes on.
  3. In the Customer Information window, click the Notes tab.
  4. Select Manage Notes drop-down and hit Add New to add a note.

 

 

Since the ability to import notes in batches isn't currently available, you might consider providing feedback to our Product Development team. Suggestions from users often play a critical role in enhancing the functionalities of our products.

 

For additional insights like the maximum characters allowed in the Notes field and other limitations, you can refer to this article: Character limitations for fields in QuickBooks.
 

Moreover, consider utilizing custom fields in QuickBooks Desktop to further tailor the software to your specific business needs, enhancing your ability to manage and report crucial data.

 

If you have further concerns with importing Notes in QuickBooks Desktop, feel free to reply. I'm here to assist you every step of the way!