How to import Customer Notes into QuickBooks Desktop

With Zed Axis you can import Additional Notes on a Customer and Customer Job record in QuickBooks desktop. The notes can be in text or Excel format

Follow these steps to import Customer Additional Notes into QuickBooks desktop in batch:

Download and install the Zed Axis software on your computer
Open your QuickBooks company file as Administrator and open Zed Axis
Select your text file or spreadsheet which contains the Customer Additional Notes that you want to import.
Set up the a Mapping of the columns in your Additional Notes import file to the corresponding fields in QuickBooks, as shown below.
Click Import and your Notes will be directly added to your QuickBooks company file.

QuickBooks field	Type	Description
Customer Full Name	Str 159	Full Name o the Customer can included a Job like Handy Builders:J0b 101, MANDATORY
Additional Notes	Str 4095	Notes that appear on a Customer record under the Notes tab

Article ID: 368, Created: 5/30/2023 at 4:51 AM, Modified: 6/20/2023 at 7:22 AM