See Importing Customers for information on importing customers from a file. See Importing Customer Contacts for information on importing customer contacts from a file. See Importing Customer Accounts from QuickBooks for information on importing customers from QuickBooks.
See Exporting Customers for information on exporting customers to a file. See Exporting Customer Contacts for information on exporting customer contacts to a file. See Exporting Customer Accounts to QuickBooks for information on exporting customers to QuickBooks.
(See also Using Data Exports for Batch Editing.)
- updating many records by Exporting to Excel
When customer contact information changes, open the customer account record and enter the changes on the Shipping Address tab. Check the Update Address Changes checkbox which will become enabled as soon as any of the contact information fields are edited. When the customer record is saved then the updated contact information will automatically be applied to all existing repair invoices, sales invoices, and credit notes that are assigned to the customer account.
See Batch Updating of Tax Rules for information on batch updating tax rules on customer accounts when tax regulations change.
- only for version 2.5
See Paying Batches of Invoices for information on paying batches of invoices for a customer.
See Batch Printing Forms for information on printing batches of forms for a customer.
- not repair micro edition