Editing Importing Customers
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== Step 1: Prepare the Billable Customer import: == | == Step 1: Prepare the Billable Customer import: == | ||
<br>1. Open Excel and create columns for the site and billing tab based off image 1 below. | <br>1. Open Excel and create columns for the site and billing tab based off image 1 below. | ||
− | <br>2. Paste the customer name in the '''Name''' and '''BillName''' column, as well as the address info. | + | <br>2. Paste the customer name in the '''Name''' and '''BillName''' column, as well as the address info. **Customer names must be no longer than 40 characters if you will be syncing the customer to QuickBooks** |
<br>3. In the '''IsBillable''' column, enter TRUE for each row | <br>3. In the '''IsBillable''' column, enter TRUE for each row | ||
<br>4. If the customer needs to sync to QuickBooks, create a column for '''QBExport''' and enter TRUE in each row. | <br>4. If the customer needs to sync to QuickBooks, create a column for '''QBExport''' and enter TRUE in each row. |