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Customer Import Fields for Transaction Pro Online

TPro Field Name QBO Field Name Required Character Type Character Limit Notes
Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Dr
Company Company N Alpha-numeric 100  
FirstName First name N Alpha-numeric 25  
MiddleName Middle name N Alpha-numeric 25  
LastName Last name N Alpha-numeric 100  
Suffix Suffix N Alpha-numeric 4 Example: Jr, Sr, II, III, CPA
Display Name Display Name as Y Alpha-numeric 100 Can be either the Customer's name or Company name. This is the value that will be used when importing transactions for the Customer. To import Customer as a Sub-Customer of another Customer, use format Customer:Sub-Customer.
PrintOnCheckName Print on check as N Alpha-numeric 100 Defaults to Display Name as value unless different value is imported.
BillingAddress1 Billing address - Street N Alpha-numeric 500  
BillingAddress2 Billing address - Street N Alpha-numeric 500  
BillingAddress3 Billing address - Street N Alpha-numeric 500  
BillingAddress4 Billing address - Street N Alpha-numeric 500  
BillingAddresCity Billing address - City/Town N Alpha-numeric 255  
BillingAddressState Billing address - State/Province N Alpha-numeric 255  
BillingAddressPostalCode Billing address - ZIP code N Alpha-numeric 30 For postal codes that are less than 5 digits, use a period as a placeholder for the 5th digit.
BillingAddressCountry Billing address - Country N Alpha-numeric 255  
ShippingAddress1 Shipping address - Street N Alpha-numeric 500  
ShippingAddress2 Shipping address - Street N Alpha-numeric 500  
ShippingAddress3 Shipping address - Street N Alpha-numeric 500  
ShippingAddress4 Shipping address - Street N Alpha-numeric 500  
ShippingAddresCity Shipping address - City/Town N Alpha-numeric 255  
ShippingAddressState Shipping address - State/Province N Alpha-numeric 255  
ShippingAddressPostalCode Shipping address - ZIP code N Alpha-numeric 30 For postal codes that are less than 5 digits, use a period as a placeholder for the 5th digit.
ShippingAddressCountry Shipping address - Country N Alpha-numeric 255  
PhoneNumber Phone N Alpha-numeric 30 Will not auto format. If formatting desired, must be formatted correctly in import file.
MobileNumber Mobile N Alpha-numeric 30 Will not auto format. If formatting desired, must be formatted correctly in import file.
FaxNumber Fax N Alpha-numeric 30 Will not auto format. If formatting desired, must be formatted correctly in import file.
OtherNumber Other N Alpha-numeric 30 This field can be used as cross-reference account number when importing Credit Memos, Estimates, Invoices, Refund Receipts, and Sales Receipts
Website Website N Alpha-numeric 100 Must be valid Website address.
Email Email N Alpha-numeric 100 Must be valid Email. If multiple Email addresses, separate each Email by a comma.
CustomerType Customer Type N Alpha-numeric List Must exist in QBO prior to importing.
SalesTerms Terms N Alpha-numeric 31 If does not exist, import will set up a new Term during import set to net due in 30 days.
DefaultTaxCode          
TaxExemptionReason Reason for exemption N Numeric 2 Applies to only US QBO. Only available if Sales Tax is turned on for QBO company and QBO company is set for auto sales tax calculation. If value imported, will check box for THIS CUSTOMER IS TAX EXEMPT in QBO.

Accepted values:

   1 for Federal government
   2 for State government
   3 for Local government
   4 for Tribal government
   5 for Charitable organization
   6 for Religious organization
   7 for Educational organization
   8 for Hospital
   9 for Resale
 10 for Direct pay permit
 11 for Multiple points of use
 12 for Direct mail
 13 for Agricultural production
 14 for Industrial production / manufacturing
 15 for Foreign diplomat
ResaleNumber Exemption details N Alpha-numeric 16 Assigned Exemption Number by appropriate Government Agency.
PaymentMethod Preferred payment method N Alpha-numeric 31 If does not exist, import will set up a new Payment Method during import.
PreferredDeliveryMethod Preferred delivery method N List N/A Acceptable values: None, Email later, or Send later. Defaults to None.
BillWithParent Bill with parent N Y or N N/A Only available if Customer is a Sub-Customer. To select BILL WITH PARENT, import 1, t, true, y, or yes. To select BILL THIS CUSTOMER, import 0, f, false, n, or no. Defaults to BILL THIS CUSTOMER.
Currency This customer pays me with N Alpha  3 Only available if multi-currency activated in QBO. Must match currencies pre-defined in QBO.
Notes Notes N Alpha-numeric 4000  
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  • 05-Mar-2021
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