Updating customer email when importing invoices
Question asked by bob keigher - June 8, 2016 at 9:21 PM
I am using transaction pro to import our invoices from an outside database and works great.  I created the map and importing multi line invoices perfectly. 
My only issue is the invoice import removes the email from the customer file in QBO. It's on the invoice correctly, but it will not update the customer. If an email existed before the import it erases it. We have to manually reentered the emails for the the customer only to get erases once we import in a new INVOICE for that customer.,  Can't keep doing that!  Any suggestions would be welcome. 

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Karen Magno Replied
November 15, 2016 at 9:17 AM
Employee Post
Yes this was a temporary issue but has been resolved.  Sorry for any inconvenience.
Karen Magno
Transaction Pro for QuickBooks
Mark jensen Replied
November 3, 2017 at 1:05 PM
Just getting started with the importer... great experience so far. Is there more information with what the importer does with the email address that it imports from a transaction? In my system, I import an email, and when I go to email the client, it QB wants to use the email that it has on file. So, where then is it putting my imported address and how can I use it?
I have customers who I need to send invoices to their individual locations for approval before they forward the invoice to their home office for payment. Any help would be great.

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