I appreciate your engagement and would like to provide some information on updating customer information in QuickBooks Online (QBO), Kevin.
Utilizing a third-party application can be indeed a workaround for importing data. Since the custom fields you want to update aren't visible in the Transaction Pro, I recommend contacting their support team directly for specific guidance and possible workarounds for importing those data fields to QBO. You can contact them through this link: https://tprosupport.rightworks.com.
In the meantime, consider manually updating your customer data directly in QBO. This approach will ensure that all information, including your custom fields, is accurately reflected.
Feel free to check out this article for information on what you can import to QuickBooks Online: Common Questions About Importing Data to QuickBooks Online.
In QBO, you can generate the Customer Contact List report for a consolidated view of all your customers and their contact information, alongside other reports that help you monitor key metrics and assess your overall business health.
You can also customize the report to include data specific to your requirements.
Please feel free to drop a Reply below if you need any further clarification about updating customer information in QBO. I'm just a message away!
