Customer accounts (see Customers) are automatically exported as needed when exporting invoices to QuickBooks. However, once a customer has been exported, any changes to customer contact information within At Your Service are not automatically updated in QuickBooks during the invoices export.
Choosing to export all customer accounts to QuickBooks exports all new customer accounts from At Your Service and also updates any changes to the corresponding QuickBooks customer records. If a customer account with a matching name already exists within the company file, then a link is made between that account and the corresponding At Your Service account.
To export customer accounts from At Your Service to the configured QuickBooks company file (see QuickBooks Export Options), first close all windows within the main program shell and then select Export To QuickBooks Custom Accounts from the main menu. After a confirmation prompt, a progress window will track the progress of the export. Click the Cancel button to cancel the export.
Only new or updated customer accounts that are active will be exported. The At Your Service miscellaneous customer account (i.e. customer account 0000000) will not be exported.
If any errors are returned by QuickBooks then these will be logged and the corresponding customer account will be skipped until the cause of the error has been resolved (see Resolving QuickBooks Export Errors). When the export completes, a message will be displayed indicating if there were any errors. Whether or not there were errors, you will be prompted to view the export log file in order to review the details of the records that were processed.
(See also Exporting Customers.)
The following table details the actual fields that are exported during the customer accounts export.
Fields Exported to QuickBooks Customers
QuickBooks Field |
AYS Field |
Customer Name |
Customer Name (This field may be trimmed to fit in the QuickBooks field.) |
Company Name |
Customer Name (This field may be trimmed to fit in the QuickBooks field.) |
Customer is inactive |
Inactive |
Contact |
Contact Name |
Phone |
Business Phone or Home Phone (This field may be trimmed to fit in the QuickBooks field.) |
Fax |
Fax (This field may be trimmed to fit in the QuickBooks field.) |
|
|
Billing Address Line 1 |
Customer Name (This field may be trimmed to fit in the QuickBooks field.) |
Billing Address Line 2 |
Address Line 1 |
Billing Address Line 3 |
Address Line 2 |
Billing City |
City (This field may be trimmed to fit in the QuickBooks field.) |
Billing State/Province |
Province/State (This field may be trimmed to fit in the QuickBooks field.) |
Billing Zip/Postal Code |
Postal/Zip Code |
Billing Country/Region |
Country (This field may be trimmed to fit in the QuickBooks field.) |
Shipping Address Line 1 |
Customer Name (This field may be trimmed to fit in the QuickBooks field.) |
Shipping Address Line 2 |
Address Line 1 |
Shipping Address Line 3 |
Address Line 2 |
Shipping City |
City (This field may be trimmed to fit in the QuickBooks field.) |
Shipping State/Province |
Province/State (This field may be trimmed to fit in the QuickBooks field.) |
Shipping Zip/Postal Code |
Postal/Zip Code |
Shipping Country/Region |
Country (This field may be trimmed to fit in the QuickBooks field.) |
Terms (This field may only be exported to QuickBooks 2004 or and higher.) |
Payment Terms (Corresponding QuickBooks terms must already be configured, see QuickBooks Export Options.) |
Account Number |
Customer Number |
Preferred Payment Method (This field may only be exported to QuickBooks 2004 and higher.) |
Payment Method (Corresponding QuickBooks payment methods must already be configured, see QuickBooks Export Options.) |
Notes (This field may only be exported to QuickBooks 2004 and higher.) |
Notes to Print (This field may be trimmed to fit in the QuickBooks field.) |
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