Last Updated: December 06 2023
Overview
If you perform cloud-based accounting using QuickBooks Online and have integrated the accounting package with Simpro Premium, you can export your customer card file information from Simpro Premium to QuickBooks Online.
Your customer card files have the following information exported from Simpro Premium into QuickBooks Online:
| Company Name | This information is specific to customers marked as Company in their Simpro Premium card files and populates the Company field in QuickBooks Online, allowing 50 characters. |
| Title, First Name, Last Name | This information is specific to customers marked as Individual in their Simpro Premium card files and populates the Title, First name, and Last name fields in QuickBooks Online, allowing 25 characters for the First name and Last name fields, and 15 characters for the Title field. |
| Street Address | This information populates the Shipping Address fields in QuickBooks Online, allowing 500 characters for the street address, and 255 characters for the suburb, county, state, and country fields. |
| Postal / Billing Address | This information populates the Billing Address fields in QuickBooks Online, allowing 500 characters for the street address, and 255 characters for the suburb, county, state, and country fields. |
| Primary Phone | This populates the Phone field in QuickBooks Online. |
| Mobile | This information is specific to customers marked as Individual in their Simpro Premium card files and populates the Mobile field in QuickBooks Online. |
| Company Phone | This information is specific to customers marked as Company in their Simpro Premium card files and populates the Phone field in QuickBooks Online. |
| Company Fax | This information is specific to customers marked as Company in their Simpro Premium card files and populates the Fax field in QuickBooks Online. |
| This populates the Email field in QuickBooks Online. | |
| Payment Terms | This populates the Terms field in QuickBooks Online if set up correctly. |