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Manage Customers and Income
Another option, you can prepare your Customer List data with the following template
Title | Company | FirstName | MiddleName | LastName | Suffix | DisplayName | PrintOnCheckName | BillingAddressLine1 | BillingAddressLine2 | BillingAddressLine3 | BillingAddressLine4 | BillingAddressCity | BillingAddressState | BillingAddressPostalCode | BillingAddressCountry | ShippingAddressLine1 | ShippingAddressLine2 | ShippingAddressLine3 | ShippingAddressLine4 | ShippingAddressCity | ShippingAddressState | ShippingAddressPostalCode | ShippingAddressCountry | PhoneNumber | MobileNumber | FaxNumber | OtherNumber | WebSite | CustomerType | SalesTerm | DefaultTaxCode | TaxExemptionReason | ResaleNumber | PaymentMethod | PreferredDeliveryMethod | BillWithParent | Currency | Notes | |
Mr. | Abacus Industries | Janice | Johnson | Janice Johnson | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 400 East Street | Dallas | TX | 99875 | (603) 555-2000 | (603) 555-2001 | (603) 555-2002 | (603) 555-2003 | [email address removed] | Residential | Net 30 | 12345678 | Check | Y | ||||||||||||||||
Mr. | Walker Associates | Leonard | Walker | Leonard Walker | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | (603) 555-3000 | (603) 555-3001 | (603) 555-3002 | (603) 555-3003 | [email address removed] | Commercial | Net 30 | Check | |||||||||||||||||||
Mr. | Pinnacle Partners | Lisa | Smith | Lisa Smith | 19 Jerico Drive | Bensalem | PA | 84256 | 19 Jerico Drive | Bensalem | PA | 84256 | (603) 555-4000 | (603) 555-4001 | (603) 555-4002 | (603) 555-4003 | [email address removed] | Net 30 | Check | None |
then utilize an importer tool
https://transactionpro.grsm.io/qbo