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How customer types are determined in a Quickbooks Online import
How customer types are determined in a Quickbooks Online import
Updated over 4 months ago
  • When customers are imported from QBO into Commusoft, they are assigned a designation (a customer, a private company, etc.) depending on how their information is stored within QBO itself.

  • When a customer is stored with the 'Contact name' section filled in as well as both their first and last names, they will be imported to Commusoft as a private customer. Without this information, however, they will be imported as a company instead.

  • The following tables should help clarify things. They show the list of the fields listed in Commusoft and the corresponding ones in QBO:

QBO_import_field.PNG
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