If you use QuickBooks Online and are now setting up Restaurant365, moving your Customer List over is easy. When importing a Customer List, it is important to consolidate and update the list before importing into R365. Follow the instructions below to help prepare a successful file for import.
Download Customer List from QuickBooks Online
.png "image(144).png")
Click 'Reports' in the left-hand navigation and run the 'Customer Contact List' report.
.png "image(145).png")
The report should look similar to the one in the image above. In the top, right-hand corner of the report, click the 'Export' icon and then the 'Export to Excel' button. This will download the report and allow you to save it as a CSV to your desktop.
Consolidate Customer List
It is important to make a consolidated list of all Customers. To do so, make sure to:
Open your downloaded file and delete Customers that you do not currently do business with
Delete duplicate Customers (this includes Customers that may be spelled differently, but are the same entity). Click here to follow the steps needed to remove duplicate Customers
Reformat your file to this structure: Name (required), Number (personalized), Phone, Email, Street1, Street2, City, State, Zip, Fax, Primary Contact, Payment Terms, Terms Discount Account, Taxable, Discount %, and Franchisee Location
Only the Name of each Customer is required, but including as much information from your QuickBooks Customer List will benefit you when you fully transfer over to R365
Save your CSV file