Oct 18, 2023
654
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. |
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 |