Question

Is there a way to batch load notes for customers?

Forum|Forum|2 years ago
January 9, 2024
2 replies
0 views

Hello, We are a small irrigation company that converted from QB desktop to QB online Essentials. In the desktop we utilized custom fields for our customers (shareholders) containg number of shares, share certificate, purchase date, ... QBO Essentials does not support custom fields for customers. I would like to use the customer's note field to hold this information.

Is there a way to batch load this custom data into the customer note's field? I really don't want to have to type this data in for 300 customers (shareholders)?

Thanks, Craig

QuickBooks Online

D

DebSheenD

Welcome to the Community, @cbc8.

We see that adding batch load notes for customers would be helpful to your business. I'm here to share some information about this.

In QuickBooks Online (QBO), there's no option to add batch load notes for multiple customers. We need to do it manually for your customers. Feel free to follow the steps below:

Go to Sales, and then select Customers.
Open the customer profile and then Edit.
Hover towards the Notes and then enter the info.
Click Save.

While this isn't an option right now, I recommend submitting a suggestion from your QBO company. That way, our engineers will know your needs and can consider adding such a report in future updates.

Click on the Gear icon.
Select Feedback.
Enter a sentence or two to describe your suggestion.
Click Next.

You can also try finding a third-party app that can provide the report you need. Simply click the Apps menu on the left-hand side and use related keywords to find one.

Please don't hesitate to reply to this thread if you have more questions about managing customers in QBO. Take care and have a good one.

4

4Gal

@cbc8

You can try the importer tool.

https://get.transactionpro.com/qbo