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In this section, you'll configure how customers are created and matched during the order import:
Field | Description | ||
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Mark customers as non-taxable if no tax was charged | Marks customers as non-taxable if no tax was charged on the order. | ||
Uppercase all name information | Imports the customer name details in uppercase. | ||
Match orders to customers based on name and email address if possible | Match orders to customers based on name and email address if possible | ||
Match orders to customers based on name and city if possible | Match orders to customers based on name and city if possible. | ||
Automatically update customers with the latest information from order | Automatically updates customers with the latest information from order | ||
Import by company name instead of last name, first name when possible | Import by company name instead of last name, first name when possible | ||
Default Terms | Set's the default terms that apply to purchase orders | ||
Default Type | Set's the default purchase type. | ||
Import as Customer | Select this only if you wish to have all the orders imported from UltraCart assigned to a single customer record.
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The last section is the Error Queue.
Related Documentation
Import Products into QuickBooks Online via Spreadsheet:
https://quickbooks.intuit.com/learn-support/en-us/manage-lists/import-products-and-services-from-excel/00/185613
Make a copy of your QuickBooks Online Company file:
https://quickbooks.intuit.com/learn-support/en-us/back-up-data/make-a-copy-of-your-quickbooks-online-advanced-company-formally/00/461773
Backup and Restore QuickBooks Online Company data:
https://quickbooks.intuit.com/learn-support/en-us/back-up-data/back-up-and-restore-your-quickbooks-online-advanced-company/00/482774
Intuit QucikBooks Online Support Portal:
https://quickbooks.intuit.com/au/learn-and-support/quickbooks-online/video-tutorials/account-settingsen-us/