CUSTOMERS
| COLUMN HEADING | DATA REQUIREMENTS |
| JOB OR CUSTOMER NAME (REQUIRED) | Enter the name of the Customer (and Job, if needed) as it appears in QuickBooks. Example: Kristy Abercrombie: Bathroom Remodel. Note: If you’re importing a child (or sub) entry for a parent (or main) entry, the parent entry must already exist in order for the child entry to be imported correctly. |
| OPENING BALANCE | No “$”. Enter the opening balance. You cannot enter an opening balance for an existing customer, only for a new one. |
| OPENING BALANCE AS OF | Enter a date. The date must be entered as MMDDYYYY. You cannot set an opening balance “as of” date for an existing customer, only for a new one. |
| COMPANY NAME | Enter a company name, maximum 41 characters long. |
| SALUTATION | Enter a salutation as “Mr.,” “Mrs.,” or “Dr.” |
| FIRST NAME | Enter the customer’s first name. |
| MIDDLE INITIAL | Enter the customer’s middle initial. |
| LAST NAME | Enter the customer’s last name. |
| CONTACT | Enter the contact name for the customer. |
| PHONE | Enter the customer’s phone number. |
| FAX | The customer’s FAX number. |
| ALTERNATE PHONE | Enter the customer’s alternate phone number. |
| ALTERNATE CONTACT | Enter the alternate contact name for the customer. |
| Enter the customer’s e-mail address. | |
| BILLING ADDRESS 1 through BILLING ADDRESS 5 | Enter the customer’s billing address. Maximum length for each field. 41 characters. |
| CUSTOMER TYPE | Enter a QuickBooks customer type. |
| TERMS | Enter a QuickBooks term. |
| SALES REP | Enter a Quickbooks sales rep. |
| PREFERRED SEND METHOD | Enter a QuickBooks preferred send method. Example: E-mail |
| TAX CODE | Enter a three character tax code. To view your tax codes, go to the Lists menu and click Sales Tax Code List. |
| TAX ITEM | Enter a QuickBooks tax item. |
| RESALE NUMBER | Enter a resale number. |
| ACCOUNT NUMBER | Enter an account number, which can contain both letters and numbers. |
| CREDIT LIMIT | Enter a credit limit. |
| PREFERRED PAYMENT METHOD | Enter a preferred payment method. To view your choices, go to the Lists menu, choose Customer & Vendor Profile Lists and then click Payment Method List. |
| CREDIT CARD NUMBER | Enter the customer’s credit card number, appended with a single quotation mark ( ‘ ). |
| CREDIT CARD EXPIRATION MONTH | Enter the month as two digits, i.e., May = “05.” |
| CREDIT CARD EXPIRATION YEAR | Enter the year as four digits. Cannot enter a previous year. |
| NAME ON CARD | Enter a name. |
| CREDIT CARD ADDRESS | Enter an address. |
| CREDIT CARD ZIP CODE | Enter a zip code. |
| JOB STATUS | Enter a job status. To view your choices, go to the Edit menu and click Preferences. Scroll through the list on the left and click Jobs & Estimates. Click the Company Preferences tab. |
| JOB START DATE | Enter the start date. |
| JOB PROJECTED END | Enter the projected completion date. |
| JOB END DATE | Enter the actual end date. |
| JOB DESCRIPTION | Enter information about the job. |
| JOB TYPE | Enter a job type. To view your choices, go to the Lists menu, choose Customer & Vendor Profile Lists and then click Job Type List. |
| IS INACTIVE | Enter “Yes,” or “No,” “Active,” or “Not-Active.” |
| NOTE | Enter a note about the customer. Notes cannot be entered for a new customer, only an existing one. |
ITEMS
| COLUMN HEADING | DATA REQUIREMENTS |
| TYPE (REQUIRED) | Enter a QuickBooks item type. |
| NAME (REQUIRED) | Enter the name of the item. Note: If you’re importing a child (or sub) entry for a parent (or main) entry, the parent entry must already exist in order for the child entry to be imported correctly. |
| REIMBURSABLE CHARGE | Enter “Yes” or “No.” Note: if the charge is for services performed by someone else, the item type should be “Service Item.” If the charge is for a reimbursable expense, the item type should be “Other charge.” |
| DESCRIPTION | Enter the description of the item. |
| TAX CODE | Enter a three character tax code.. To view your tax codes, go to the Lists menu and click Sales Tax Code List. |
| ACCOUNT (REQUIRED) | Enter a Quickbooks Account name. (Typically an Income Account) |
| EXPENSES/COGS Account (Required for Inventory Parts) | Enter an expense account name from your chart of accounts. To view the Chart of Accounts, go to the Lists menu and click Chart of Accounts. |
| ASSET ACCOUNT (required for Inventory Parts) | Enter an asset account name from your chart of accounts. To view the Chart of Accounts, go to the Lists menu and click Chart of Accounts. |
| DEPOSIT TO (ACCOUNT) | (For payment items only) Enter a bank account name from your chart of accounts. To view the Chart of Accounts, go to the Lists menu and click Chart of Accounts. |
| DESCRIPTION ON PURCHASE TRANSACTIONS | Enter a text description. |
| ON HAND | Enter an amount. |
| U/M | Use only if unit of measure is set to Single U/M Per Item mode. Enter the unit of measure name and abbreviation in the format name(abbreviation). |
| U/M Set | Use only if unit of measure is set to Multiple U/M Per Item mode. Enter the unit of measure set name. |
| COST | Enter an amount. |
| PREFERRED VENDOR | Enter a vendor’s name from QuickBooks. |
| TAX AGENCY | Enter the name of a tax agency from the Vendor list. To view it, click Vendor Center. |
| PRICE/ AMOUNT or %/RATE | Enter a price or rate. Keep in mind that you can’t use percentages when setting a price for inventory items or items whose expenses will be passed on the customer. In those cases, use a dollar amount. |
| ITEM IS INACTIVE | Enter “Yes,” or “No,” “Active,” or “Not-Active.” |
| REORDER POINT | When your inventory item reaches this number, QuickBooks will remind you to reorder the item. |
| TOTAL VALUE | (For inventory items only) Enter the total value for this item, which is the item cost multiplied by the number of items on hand. |
| AS OF (DATE) | Enter a date. |
| PAYMENT METHOD | Enter a QuickBooks payment method. |
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