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D
Dariusz Młynarski
May 4, 2023
Question

Import invoices / add new contacts - how to import new customer's email?

  • May 4, 2023
  • 1 reply
  • 5 views

Hi, 

I try to act import invoices from CSV. All good, but I want new customers to be added as well, and there is no "customer email" column in the import interface. Ho can I import receipts / invoices, including new customers with their emails?

1 reply

G
GeorgiaC
Level 13
May 4, 2023

Hi Dariusz

 

Thanks for joining the Community.

 

You'd need to create the new customers first - either by manually entering them in QuickBooks, or by using the Import Data option for customers (Cog > Import data > Customers > Download a sample file). This file contains a import field for the customer email. Once imported, you can then import receipts/invoices with the customers entered. 🙂

D
Dariusz MłynarskiAuthor
May 4, 2023

Thanks, Georgia, for your response. 

I've gone this far myself, I am just preparing a file with our customers :). Initially, this is OK. However, in this case, the "add new customers" checkbox in receipts import creator is pretty useless, I am afraid.

 

Any possible other options to import new customers with email and receipts with one import operation?

 

Regards, Dariusz

G
GeorgiaC
Level 13
May 4, 2023

Thanks Dariusz, these would be the only options - if you'd like us to take a closer look, please begin a chat with a member of our team so that we can set up a screen share to view this with you. 🙂

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