Customer Import Fields for Rightworks Transaction Pro Online

Oct 18, 2023

374

TPro Field Name	QuickBooks Online Field Name	Required	Character Type	Character Limit	Notes
Title	Title	N	Alpha-numeric	4	Example: Mr, Mrs, Ms, Dr
Company	Company	N	Alpha-numeric	100
FirstName	First name	N	Alpha-numeric	25
MiddleName	Middle name	N	Alpha-numeric	25
LastName	Last name	N	Alpha-numeric	100
Suffix	Suffix	N	Alpha-numeric	4	Example: Jr, Sr, II, III, CPA
Display Name	Display Name as	Y	Alpha-numeric	100	Can be either the Customer's name or Company name. This is the value that will be used when importing transactions for the Customer. To import Customer as a Sub-Customer of another Customer, use format Customer:Sub-Customer.
PrintOnCheckName	Print on check as	N	Alpha-numeric	100	Defaults to Display Name as value unless different value is imported.
BillingAddress1	Billing address - Street	N	Alpha-numeric	500
BillingAddress2	Billing address - Street	N	Alpha-numeric	500
BillingAddress3	Billing address - Street	N	Alpha-numeric	500
BillingAddress4	Billing address - Street	N	Alpha-numeric	500
BillingAddresCity	Billing address - City/Town	N	Alpha-numeric	255
BillingAddressState	Billing address - State/Province	N	Alpha-numeric	255
BillingAddressPostalCode	Billing address - ZIP code	N	Alpha-numeric	30	For postal codes that are less than 5 digits, use a period as a placeholder for the 5th digit.
BillingAddressCountry	Billing address - Country	N	Alpha-numeric	255
ShippingAddress1	Shipping address - Street	N	Alpha-numeric	500
ShippingAddress2	Shipping address - Street	N	Alpha-numeric	500
ShippingAddress3	Shipping address - Street	N	Alpha-numeric	500
ShippingAddress4	Shipping address - Street	N	Alpha-numeric	500
ShippingAddresCity	Shipping address - City/Town	N	Alpha-numeric	255
ShippingAddressState	Shipping address - State/Province	N	Alpha-numeric	255
ShippingAddressPostalCode	Shipping address - ZIP code	N	Alpha-numeric	30	For postal codes that are less than 5 digits, use a period as a placeholder for the 5th digit.
ShippingAddressCountry	Shipping address - Country	N	Alpha-numeric	255
PhoneNumber	Phone	N	Alpha-numeric	30	Will not auto format. If formatting desired, must be formatted correctly in import file.
MobileNumber	Mobile	N	Alpha-numeric	30	Will not auto format. If formatting desired, must be formatted correctly in import file.
FaxNumber	Fax	N	Alpha-numeric	30	Will not auto format. If formatting desired, must be formatted correctly in import file.
OtherNumber	Other	N	Alpha-numeric	30	This field can be used as cross-reference account number when importing Credit Memos, Estimates, Invoices, Refund Receipts, and Sales Receipts
Website	Website	N	Alpha-numeric	100	Must be valid Website address.
Email	Email	N	Alpha-numeric	100	Must be valid Email. If multiple Email addresses, separate each Email by a comma.
CustomerType	Customer Type	N	Alpha-numeric	List	Must exist in QuickBooks Online prior to importing.
SalesTerms	Terms	N	Alpha-numeric	31	If does not exist, import will set up a new Term during import set to net due in 30 days.
DefaultTaxCode
TaxExemptionReason	Reason for exemption	N	Numeric	2	Applies to only US QuickBooks Online. Only available if Sales Tax is turned on for QuickBooks Online company and QuickBooks Online company is set for auto sales tax calculation. If value imported, will check box for THIS CUSTOMER IS TAX EXEMPT in QuickBooks Online. Accepted values: 1 for Federal government 2 for State government 3 for Local government 4 for Tribal government 5 for Charitable organization 6 for Religious organization 7 for Educational organization 8 for Hospital 9 for Resale 10 for Direct pay permit 11 for Multiple points of use 12 for Direct mail 13 for Agricultural production 14 for Industrial production / manufacturing 15 for Foreign diplomat
ResaleNumber	Exemption details	N	Alpha-numeric	16	Assigned Exemption Number by appropriate Government Agency.
PaymentMethod	Preferred payment method	N	Alpha-numeric	31	If does not exist, import will set up a new Payment Method during import.
PreferredDeliveryMethod	Preferred delivery method	N	List	N/A	Acceptable values: None, Email later, or Send later. Defaults to None.
BillWithParent	Bill with parent	N	Y or N	N/A	Only available if Customer is a Sub-Customer. To select BILL WITH PARENT, import 1, t, true, y, or yes. To select BILL THIS CUSTOMER, import 0, f, false, n, or no. Defaults to BILL THIS CUSTOMER.
Currency	This customer pays me with	N	Alpha	3	Only available if multi-currency activated in QuickBooks Online. Must match currencies pre-defined in QuickBooks Online.
Notes	Notes	N	Alpha-numeric	4000

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