QuickBooks: Import Client Contacts from QB to AppColl (AppColl PM Plus)

Last published at: January 12th, 2022

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Please note: this feature is only available in AppColl Plus. Click here for pricing and details on the plus features.

Importing Client Contacts from QuickBooks

On the Manage Invoices page, click on the "QuickBooks" button. You do not have to have any invoices selected to use this feature.

Click the "Import client contact information from QuickBooks" button to import all your QuickBooks Customer records into AppColl as Client contacts. Just as with sending Client contacts to QuickBooks, AppColl will try to match Customer names first before creating a new AppColl Client. AppColl attempts to match the QuickBooks customer using the same logic as when importing contacts via import files. AppColl imports the fields noted below when creating a new Client contact. If there is an existing Client contact, AppColl updates empty fields, leaving existing information alone. As with any bulk Contacts operation, it's good practice to click the "Suggest Merges" button in the Contacts module to consolidate any duplicates after the import is done.

AppColl imports the following information, only updating fields that are empty. 

Display Name --either the AppColl Company field or Name field if the Company field is empty
First name
Last name
Company name --same as Display Name above
Primary Email address
Primary Phone number --the Client phone number
Mobile number --the Client mobile number
Billing Address --the AppColl Client City, Country, Postal Code, Address Street and Address Street 2