Partial update of Customers, Vendors and Employees with Business Importer

partial updates

If you want to partially update your , and lists in QuickBooks Online, use Business Importer.

To use this feature of Customers, Vendors and Employees Partial updates in Business Importer, follow simple steps:

1. Sign in to Business Importer and connect it to QuickBooks.

2. Prepare the list you want to Update and start new Import.

For example, you decide to partially .

Option A.  In your file that contains Customers you want to partially update, create a separate column Partial update. Write here true or false. If true – Business Importer will partially update those columns/fields that you map at step 4. If false or empty – Business Importer will update all information*.

*Full Update – a feature that Updates all information of imported Customers, Employees, Vendors, Bills, Invoices, etc. Read more about the usage in our article.

For example, you want to add mobile phones to several Customers. What you have before Partial update:customer new before

 

 

In your Excel list that contains Customers you want to Partially Update,  create the following columns and fill them out with the necessary information:

customersExcel

 

Option B. If you want, you can use Default value in Mapping stage – and write here True or False. In this case, don’t create a separate column Partial Update in the file you want to import to.

Go to Import tab. Upload your file that contains Customers you want to update partially.

 

4. Create mapping – map only those fields you want to partially update:

Option A.

mapping

Click Next.

 

Option B. Create mapping – map the fields you want to update. Select true or false in the Partial Update field and click Next.

option B

4. Preview mapping. You will see only those fields you mapped on the previous step.

final

Click on Next.

You import is ready. Check the results in your e-mail or go to Scheduled import in Business Importer.

 

Once your import is carried out successfully, you can check Partially Updated Customers in your QuickBooks Online account.

 

What you have after Partial Update:

customer new final

 

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 302-261-3644 or write to support@cloudbusinessltd.com.

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adodvolha

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