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 BALANCENo “$”. Enter the opening balance. You cannot enter an opening
balance for an existing customer, only for a new one.
OPENING BALANCE AS OFEnter 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 NAMEEnter a company name, maximum 41 characters
long.
SALUTATIONEnter a salutation as “Mr.,” “Mrs.,” or “Dr.”
FIRST NAMEEnter the customer’s first name.
MIDDLE INITIALEnter the customer’s middle initial.
LAST NAMEEnter the customer’s last name.
CONTACTEnter the contact name for the customer.
PHONEEnter the customer’s phone number.
FAXThe customer’s FAX number.
ALTERNATE PHONEEnter the customer’s alternate phone number.
ALTERNATE CONTACTEnter the alternate contact name for the customer.
EMAILEnter the customer’s e-mail address.
BILLING ADDRESS 1 through BILLING ADDRESS 5Enter the customer’s billing address. Maximum length for each field. 41 characters.
CUSTOMER TYPEEnter a QuickBooks customer type.
TERMSEnter a QuickBooks term.
SALES REPEnter a Quickbooks sales rep.
PREFERRED SEND METHODEnter a QuickBooks preferred send method. Example: E-mail
TAX CODEEnter a three character tax code. To view your tax codes, go to the Lists menu and click Sales Tax Code List.
TAX ITEMEnter a QuickBooks tax item.
RESALE NUMBEREnter a resale number.
ACCOUNT NUMBEREnter an account number, which can contain both letters and numbers.
CREDIT LIMITEnter a credit limit.
PREFERRED PAYMENT METHODEnter 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 NUMBEREnter the customer’s credit card number, appended with a single
quotation mark ( ‘ ).
CREDIT CARD EXPIRATION MONTHEnter the month as two digits, i.e., May = “05.”
CREDIT CARD EXPIRATION YEAREnter the year as four digits. Cannot enter a previous year.
NAME ON CARDEnter a name.
CREDIT CARD ADDRESSEnter an address.
CREDIT CARD ZIP CODEEnter a zip code.
JOB STATUSEnter 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 DATEEnter the start date.
JOB PROJECTED ENDEnter the projected completion date.
JOB END DATEEnter the actual end date.
JOB DESCRIPTION Enter information about the job.
JOB TYPEEnter a job type. To view your choices, go to the Lists menu, choose Customer & Vendor Profile Lists and then click Job Type List.
IS INACTIVEEnter “Yes,” or “No,” “Active,” or “Not-Active.”
NOTEEnter 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 CHARGEEnter “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.”
DESCRIPTIONEnter the description of the item.
TAX CODEEnter 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 TRANSACTIONSEnter a text description.
ON HANDEnter an amount.
U/MUse 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 SetUse only if unit of measure is set to Multiple U/M Per Item mode. Enter the unit of measure set name.
COSTEnter an amount.
PREFERRED VENDOREnter a vendor’s name from QuickBooks.
TAX AGENCYEnter the name of a tax agency from the Vendor list. To view it, click Vendor Center.
PRICE/ AMOUNT or %/RATEEnter 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 INACTIVEEnter “Yes,” or “No,” “Active,” or “Not-Active.”
REORDER POINTWhen 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 METHODEnter a QuickBooks payment method.