Import customers into QuickBooks POS

Overview

• Depending on whether the Customer is being tracked as a Company or Individual, will determine what fields are used to identify the correct customer record in POS to add or update 
  • Track as Company (checked) - Company Name used to find correct record to update
  • Track as Company (unchecked) - First Name and Last Name used to find correct record to update

Customer record Track as Company or Individual

Steps to import customers

1. Open your QuickBooks Point of Sale company file and connect Zed Axis to it
2. Click on the Import tab and browse to the location of the Excel or text file that you wish to import
3. Add a mapping and map the columns in your import file to the corresponding fields in QuickBooks Point of Sale
4. Click import and Zed Axis will create the customers directly in QuickBooks Point of Sale

Sample import template for a customer list Customer Template

 

 

Description of the fields on a customer list you can import:

 

QuickBooks POS Field	Format	Description
CompanyName	Str 41	The name of the business (ID when Track as Company selected)
CustomerID	Str 40	The ID for the customer
CustomerFullName		First Name and Last Name
CustomerDiscPercent	float	The discount percentage for the customer
CustomerDiscType	enum	What type of discount ie None, PriceLevel, Percentage
CustomerType	Str 15	Category for the customer
Email	Str 99	Email address for the customer
IsOkToEMail	Bool	Whether OK to email customer (true or false)
FirstName	Str 30	First name for the customer
Is Accepting Checks	Bool	Whether accepting checks from customer (true or false)
Is Using Charge Account	Bool	Whether the customer has charge account (true or false)
Is Using With QB	Bool	Whether data is used with QB Desktop (true or false)
Is Rewards Member	Bool	Whether is a rewards member (true or false)
Is No Ship To Billing	Bool	Whether to ship to billing or not (true or false)
Last Name	Str 30	Last name of the customer
Notes	Str 245	Notes for the customer
Phone	Str 40	Primary phone number for the customer
Phone2	Str 40	Alt phone 2
Phone3	Str 40	Alt phone 3
Phone4	Str 40	Alt phone 4
Price Level Number	Enum	Price Level discount (ie 1, 2, 3, 4, 5)
Salutation	Str 15	Formal reference ie Mr. Mrs. Ms. Dr.
Tax Category	Str 20
Bill Addr....	Str	Billing address fields for the customer
Default Ship Address	Str 32	Str
Ship Addr...	Str	Shipping address fields for the customer
Ship Address Name	Str 32