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NEW Connect to DBS IDEAL direct bank feeds Click here

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JenoP
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I can see the attachment in your last response to us. Allow me to quickly address your concerns and inquiries, Anton65.
 

As you may have observed, not all details when setting up a new customer can be imported.  This includes suffixes, parent customer details, and linking the sub-customer to main accounts. You also need to manually type in their student numbers in the Other field once the data is imported. 

 

 

Let me share these articles that provide more details about this:

 

 

After that, customise the Customer Contact List report. This will let you add the Other and any other columns you need to show the data that you want to be part of the report . Here's how: 

 

  1. Go to the Reports menu and look for Customer Contact List.
  2. Click the Customise button in the upper-right hand corner.
  3. Select Change columns and check the box for Other.
  4. Choose Run report.

 

Then, click the Export button to download your data to Excel.

 

 

You can include these details in sending your feedback or feature requests to our engineers. You might also consider using a third-party app that can help you import the information you need into QBO. Here's how: 

 

  1. Go to the Apps menu and proceed to the Find apps tab.
  2. Click the drop-down list for Browse category and select Manage Customers

 

Let me know if you're able to put in the customer or student information in QBO. I would also get back here from time to time and check if you need anything else.