Submissions: Exporting To QuickBooks Customer

Update An Existing Customer


To update an existing customer, populate the "Existing Customer ‡" field with either the full name or list ID of an existing customer. If no matching Customer is found, a new Customer will be added.

When updating an existing customer, the following fields will be ignored:

  • Parent Customer ‡
  • Opening Balance
  • Opening Balance Date

If the existing customer is a parent customer with at least one job under it, then the following fields will be ignored:

  • Job Status
  • Start Date
  • Projected End
  • End Date
  • Job Description
  • Job Type ‡

Add A New Customer

The following fields are required for a new customer:

  • Name
To add the new customer as a child of an existing customer, populate the "Parent Customer ‡" field with a valid Full Name or List ID of an existing customer.

Job Status

The Job Status field can be one of the following values:

  • None
  • Pending
  • Awarded
  • In Progress
  • Closed
  • Not Awarded

Customer Fields

Existing Customer ‡
Parent Customer ‡
Name * (41)
Company Name (41)
Opening Balance
Opening Balance Date
Salutation (15)
First Name (25)
Middle Initial (5)
Last Name (25)
Contact (41)
Phone (21)
Fax (21)
Alt. Phone (21)
Alt. Contact (41)
Email (1023)
Bill Address 1 (41)
Bill Address 2 (41)
Bill Address 3 (41)
Bill Address 4 (41)
Bill City (31)
Bill State (21)
Bill Zip (13)
Bill Country (31)
Bill Address Note (41)
Ship Address 1 (41)
Ship Address 2 (41)
Ship Address 3 (41)
Ship Address 4 (41)
Ship City (31)
Ship State (21)
Ship Zip (13)
Ship Country (31)
Ship Address Note (41)
Customer Type ‡
Terms ‡
Rep ‡
Sales Tax Code ‡
Sales Tax Item ‡
Resale Number (15)
Price Level ‡
Account Number (99)
Credit Limit
Preferred Payment Method ‡
Credit Card No. (25)
Expire Month
Expire Year
Name On Card (41)
Credit Card Address (41)
Credit Card Zip (41)
Job Status
Job Start Date
Job Projected End
Job End Date
Job Description (99)
Job Type ‡
Is Active

See this article for more information on field types.

(--) indicates the maximum number of characters.

Available in Sync & Save PLUS QuickBooks.

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