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Showing articles from Customers tag

Valid Values for Tax Exemption Reason for Customer Import into QuickBooks Online

Value For Exemption Reason 1 Federal government 2 State government 3 Local government 4 Tribal government 5 Charitable organization 6 Religious organization 7 Educational organization 8 Hospital 9 Resale 10 Direct pay permit 11 Multiple points of use 12 Direct mail 13 Agricultural production…

Common Issues Importing Customers into QuickBooks Online

COMMON ISSUE RESOLUTION Sub-Customer Name Not Importing * Sub-Customer Name must include full name with a colon between each level with no space on either side of the colon. * Example: CUSTOMER:SUB-CUSTOMER * See this [article ][1]for more info. Wrong Currency Imports * Multi-currency not turned on in Q…

Default Sales Tax Code Not Importing with Customer Import into QuickBooks Online

**ISSUE** When processing a Customer import into QuickBooks Online with Transaction Pro Importer, a value is imported for the Default Sales Tax Code. However, the value does not display in QuickBooks Online after import. ![][1] **RESOLUTION** If the QuickBooks Online company is setup with the automatic sales tax o…

Mark THIS CUSTOMER IS TAX EXEMPT in QuickBooks Online Customer Import

**QUESTION** How can in the box THIS CUSTOMER IS TAX EXEMPT on the Tax tab of Customer setup being checked when importing Customers? ![][1] **RESOLUTION** When processing a Customer import, if a value is imported for the TAX EXEMPTION REASON field in the Transaction Pro mapping, the box for THIS CUSTOMER IS TAX EX…

Vendor Import Fields for Transaction Pro Online

![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Miss, Dr CompanyName Company N Alpha-numeric 100 FirstName First name N Alpha-numeric 25 MiddleName Middle name N Alpha-numeric 25 LastName …

Error Validating Customer ID: Invalid Integer

**MESSAGE** "Error validating Customer ID: Invalid Integer" **RESOLUTION** This message appears because QuickBooks Online is not allowing Transaction Pro Importer to save the Customer name. This is typically the result of one of the two situations below: * The value mapped to the field Customer already exists in…

Creates a New Vendor or Customer When One Already Exists in QuickBooks Online

**ISSUE** When a Vendor or Customer name already exists, Transaction Pro Importer creates a new name in QuickBooks Online. **RESOLUTION** Importer does a match based upon what is in the Display Name field in the Vendor or Customer setup in QuickBooks Online. Make sure the values in the import file matches QuickBook…

Do Not Add Options in Transaction Pro Importer for QuickBooks Desktop

**QUESTION** Is there a way to stop Transaction Pro Importer from setting up new Customers in QuickBooks Desktop (QBDT) during import? **RESOLUTION** Yes, there are options in Transaction Pro Importer to prevent new list items (Accounts, Customers, Employees, Items, and Vendors) during import. These options can be …

Cross-Reference Option for Customers and Vendors

**QUESTION** How does the cross-reference option work for Customers and Vendors when importing into QuickBooks Desktop (QBDT) with Transaction Pro (TPro) Importer? **RESOLUTION** In QBDT, Customers and Vendors are organized by Name. However, other databases or services that may be imported may use a Customer or Ven…

Creates a New Vendor or Customer When One Already Exists in QuickBooks Desktop

**ISSUE** When a Vendor or Customer name already exists, Transaction Pro Importer creates a new name in QuickBooks Desktop (QBDT). **RESOLUTION** Importer does a match based upon what is in the Display Name field on the Vendor or Customer setup in QBDT. Make sure the values in the import file match QBDT exactly (sp…

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