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lorif-printcocor
Jun 27, 2024 4:42 PM UTC
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How can we import each of our customers' payment terms? (We have thousands of customers)

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4GalAnswer
Jun 28, 2024 1:24 PM UTC

@lorif-printcocor 

You will need an importer tool to do so.

https://get.transactionpro.com/qbo

 

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4 replies

Candice C
Candice C
Jun 27, 2024 5:11 PM UTC

Hey there, @lorif-printcocor. 

 

Welcome back to the Community! 

 

I can see how beneficial this could be for you since your business has thousands of customers. However, there isn't a way to import only customer's payment terms into QuickBooks Online. We can import the customer's name and contact information but not detailed information like payment terms. 

 

I recommend looking over these two guides for additional details about importing data into QBO: 

 

 

You can submit your feedback about this feature to our Product Developers so they can consider improving it in the near future. 

 

I hope this helps answer your question. Feel free to reach back out if you have any other concerns. Bye for now! 

4Gal
Jun 28, 2024 1:55 AM UTC

@lorif-printcocor 

Like this one?

 

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX
lorif-printcocorAuthor
Jun 28, 2024 12:51 PM UTC

Hello, thank you for your response. Your example looks like something we could use, but it won't be including actual orders like yours appears to have. How do we import a variation of your example spreadsheet into QuickBooks online advanced? We will do it either when we import our customers for the first time, or after the customers are already existing in QuickBooks, whatever works best to get our customers' payment terms set up without having to enter them manually for the thousands of customers that we have.

4GalAnswer
Jun 28, 2024 1:24 PM UTC

@lorif-printcocor 

You will need an importer tool to do so.

https://get.transactionpro.com/qbo

 

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