This is for quickbooks enterprise. I guess it would work for almost any other version.
The following table shows the column headings for the Customers & Jobs list. Only the NAME column is required.
NAME
(Required) The name of the customer. If a job name is included, the customer name appears first. If you are creating an import file, use a colon (:) to separate the customer name from the job name.
TIMESTAMP
(Export files only) A unique number that identifies the company file from which you exported the Customers & Jobs list.
REFNUM
(Export files only) A unique number that identifies an entry in the list.
BADDR1
The first line of the customer's billing address.
BADDR2
The second line of the customer's billing address.
BADDR3
The third line of the customer's billing address.
BADDR4
The fourth line of the customer's billing address.
BADDR5
The fifth line of the customer's billing address.
SADDR1
The first line of the customer's shipping address.
SADDR2
The second line of the customer's shipping address.
SADDR3
The third line of the customer's shipping address.
SADDR4
The fourth line of the customer's shipping address.
SADDR5
The fifth line of the customer's shipping address.
PHONE1
The customer's phone number.
PHONE2
The customer's alternate phone number.
FAXNUM
The customer's FAX number.
CONT1
The name of your primary contact with the customer.
CONT2
The name of an alternate contact with the customer.
CTYPE
Your classification for the customer. (QuickBooks calls this a "customer type."). If you import a customer type that is not on your Customer Type list, QuickBooks adds the new customer type to the list.
TERMS
The customer's payment terms with your company.
TAXABLE
Indicates whether you can charge sales tax to the customer. If you are creating an import file, type one of the following in the TAXABLE field:
If you can charge sales tax to this customer.
If you cannot charge sales tax to this customer.
LIMIT
The customer's credit limit with your company. If you are creating an import file, enter the dollar amount.
RESALENUM
The customer's resale number.
REP
Specifies the sales representative who deals with the customer. The sales representative will be added to the Sales Rep list and either the Vendor list, Employee list, or Other Names list.
Enter the following items, separated by colons (for example, John Smith:2:JS).
Name:
(Required) First and last name of the sales representative.
ListID:
(Required) Number of the list to which the sales representative should be added.
Vendor
Employee
Other Names
Initials:
(Required) Initials of the sales representative.
TAXITEM
The name of the tax item you have assigned to this customer. The name you enter must correspond to one of the sales tax items on your Item list.
NOTEPAD
Your notes about the customer. If you are creating an import file, the notes appear in the Notepad window for the customer.
SALUTATION
The customer's salutation, or title (Mr., Ms., Doctor, etc.).
COMPANYNAME
The name of the customer's company.
FIRSTNAME
The customer's first name.
MIDINIT
The customer's middle initial.
LASTNAME
The customer's last name.
CUSTFLD1
CUSTFLD2
.
.
CUSTFLD 7
The custom field entries for the customer (you can have up to 7 custom field entries). Custom fields let you track special information about the customer, such as the customer's birthday or email address. What you use custom fields for is entirely up to you.
JOBDESC
A short description of the job you are performing for the customer.
JOBTYPE
A word or phrase you want to use to categorize the job you are performing for the customer. You can create reports based on job types.
JOBSTATUS
The status of the job you are performing for the customer. QuickBooks uses these terms to indicate job status:
Pending
Awarded
In progress
Closed
Not awarded
JOBSTART
The starting date of the job you are performing for the customer.
JOBPROJEND
The projected ending date of the job you are performing for the customer.
JOBEND
The ending date of the job you performed for the customer.
NOTE
The name or number of the account you want to associate with this customer. QuickBooks requires an account number if you want to set up this customer as an online payee. The payee uses this number to identify you.
