Skip to main content
T
tabletennisstore
November 26, 2023
Question

We are uploading customer records from Xero into our new quickbooks online account. Question. How do you set email as the unique field and not name?

  • November 26, 2023
  • 1 reply
  • 0 views
We have 15 Jae Kim's in our customer records all with different email address, etc etc.    Quickbooks is flagging them as duplicates when we upload.  How can we set the email address as unique and not name

1 reply

S
SarahannC
November 26, 2023

Thank you for choosing QuickBooks, tabletennisstore. I'll make sure you can upload your customer information correctly and set them with different email addresses.

 

Before we proceed, can you confirm if you've successfully upload the customer's information in QuickBooks? If so, have you encountered an error similar to the one described in the article? Fix "the name supplied already exists" error message. If that's the case, we can fix this by setting them up manually. Here's how:

 

  1. Go to the Sales menu and select Customers.
  2. Click New customer. 
  3. Enter the customer's name and include a special character if it's the same as another name.
  4. Use the Email field to put the unique email addresses.
  5. Hit Save.

 

If you're still in the process of uploading them, you have to create a 15 profile for Jae Kim. However, doing this lets QuickBooks recognize that the name is already existing. You can map the name and indicate an extra character so the system won't read them as duplicates.

 

Please see this sample screenshot for additional reference:

 
  • Enter name with an extra special characters.
  • Map each email address (different email address per customer's profile) and other details.

 

For additional tips about managing customer data, I encourage reading through this article: Learn how to add, edit, delete, or merge customers.

 

Lastly, you can visit this article about managing invoices and payments. It includes several links where you can find information about income workflow: Invoices and Payments.

 

Whenever you need help managing your customer data, please click the Reply button to post them here. I'll make sure to help you as soon as possible.

T
tabletennisstoreAuthor
December 3, 2023

Hi

 

Thanks so much we will do this.  We appreciate on how to set this up.   But if we set it up this way and import records from multiple sales channels, what happens?    Please read below. 

 

Additional Detail:   When we upload future orders say from Shopify platform,   say Jay Kim  with the same email address [email address removed], which in our intial email upload we decided to assign J Kim 0,   and another future Shopify order from Jay Kim with email address [email address removed]   Which we decided to assign J Kim 1.   

 

How will quickbooks know which J Kim Customer to assign these orders to when these actual two orders are uploaded?  

 

2.  WIll it find the unique email address an automatcially assign?  Or 

 

3.  Will we have to manually map it to the correct customer? Which I could see as a really big program when we try and reconcile future payments 0r

 

4.  Will it just create a new customer record as it is importing from a different channel

 

In other words, we are importing customer records, from muliple sales channels.  How can we map them correctly in advance.  Is it even possible? 

 

Ben

 

Ps.  Is there a way to use the Zip code as a tag?   

C
ChristineJoieR
December 3, 2023

In QuickBooks, when importing customer records from multiple sales channels, such as Shopify. Let me explain this further to you, tabletennisstore. 

 

Furthermore, QuickBooks can use the unique email address to automatically assign transactions to the correct customer if the email address is used as the primary identifier for customers. This can help in matching the imported orders to the existing customer records based on their email addresses.

 

To address these challenges, review the customer mapping and import settings within QuickBooks to ensure that the system is configured to handle customer data from multiple sales channels accurately. You can map them correctly in advance by following the suggested steps above by my colleague.

 

Additionally, The e-commerce accounting feature in QuickBooks Online streamlines the process of managing your sales channels by simplifying the associated accounting tasks. Here's additional information about how this feature can benefit your business: Common questions about accounting for e-commerce in QuickBooks Online.

 

You should be able to assign orders from your Shopify customers, tabletennisstore. We're happy to assist you today. Let me know if there's anything else I can help. Goodbye for now.

Terms & ConditionsAccessibility statement