Thank you for this info. I'll also look at using the Company field in future so the Client reference on the bank payment will be usable. I wrote the next points earlier and it relates to importing information from Students at different schools and also exporting reports with more of the above information to Excel.
"Thanks for allowing me to give feedback RaymondO
I'm attaching an Excel Spreadsheet with relevant issues showing:
- Data required when opening Customers
- Data we need for School/Colleges for Students and ways we deal with it.
- Data allowed to be imported by QBO with too little detail to meet the requirements in 1. above. How can we fix this issue?
- And a request for a report that can reflect more Customer details i.e. "Title" and "Suffix" as we use the detail for Student numbers and Grades etc.
- If you can give me a direct mail address to communicate with I'll also appreciate it."
