Find customer for CreditMemo, Estimate, Invoice, Payment, Refund Receipt and SalesReceipt by ResaleNum

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Map customers not only by their names, but also by their Resale Numbers in Business Importer.


If you import , , , , and , you can map Customers not only by their names as usual, but also using their Resale Numbers and mapping Customer name to Resale Number in your spreadsheets.
To Find Customers by their Resale Numbers in CreditMemo, Estimate, Invoice, Payment, Refund Receipt and SalesReceipt import, follow 4 simple steps.
1. Sign in to your Business Importer account and integrate it with QuickBooks Online account.

Go to Settings – Find customer for CreditMemo, Estimate, Invoice, Payment, Refund Receipt and SalesReceipt by ResaleNum – Select True and Update changes.
2. Instead of Customer Name write his Resale Number in your spreadsheets with CreditMemo, Estimate, Invoice, Payment, Refund Receipt and SalesReceipt you want to import to QuickBooks Online.
Note:
You can find Resale Number for each Customer in Customer Information – Tax info – Tax Resale Number.

resNum
3. Start you ordinary import of CreditMemo, Estimate, Invoice, Payment, Refund Receipt and SalesReceipt to QuickBooks Online. Map Customer Name to Resale Number in your spreadsheets.

mapping
4. Your Import is ready. Check out in your QuickBooks Online account that all CreditMemo, Estimate, Invoice, Payment, Refund Receipt and SalesReceipt are imported correctly and contain the necessary information about Customers, including their Names.

result

 

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