You searched for the word(s): import'
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Is there a way to import from excel new information to existing customers. The API that I am using will not let me import to an existing customer. I have created new fields in the customer table and have customize my customer screen. I now want to import from excell the new information to existing customers. Does ...
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I received a question from David who asked:
"I am doing some work for a landscaping company and we want to import our employees timesheet information from excel into quickbooks. We will need to allocate what amount of time an employee spends on several different tasks and whether or not those items will be billable or unbillable. ...
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Hi Everyone,
I received an email from Fran who asked….
“Is there a way to copy screens/tables so that you don’t destroy your originals? I tried but wasn’t successful at doing either of these.
How do you know what fields will sync back to QB? or are these the “greyed out” fields ...
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I did it 4 times, refreshing, restarting import etc. making sure fullname was not selected twice. It was changing my suffix field to fullname for me even when i chose not to import suffix.
Finally after logging out and logging back in the error went away.
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I can export a file from the employee table but when I try to import the employee table is not an option in the list. How can I import employee information form a csv?
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Perfect. Thanks for letting me know. ;)
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I have significant data in the "notes" tab for customers in Quickbooks online, is there any way to view/edit that in Method??? When the customer's data is imported into method, that field seems to be missing????
Thx..........
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Hi scottaskinosie,
First off, to backup your Activity table, simply export it using the Import / Export tool. Make sure that you open the exported file with excel and confirm that all of your records are there before continuing.
You will then use the same tool for importing the activity list that you exported from your old account. All the ...
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The account reset is done.
- Adam
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