Update An Existing Customer
To update an existing customer, populate the "Existing Customer ‡" field with either the full name or list ID of an existing customer. If no matching Customer is found, a new Customer will be added.
When updating an existing customer, the following fields will be ignored:
- Parent Customer ‡
- Opening Balance
- Opening Balance Date
If the existing customer is a parent customer with at least one job under it, then the following fields will be ignored:
- Job Status
- Start Date
- Projected End
- End Date
- Job Description
- Job Type ‡
Add A New Customer
The following fields are required for a new customer:
- Name
To add the new customer as a child of an existing customer, populate the "Parent Customer ‡" field with a valid Full Name or List ID of an existing customer.
Job Status
The Job Status field can be one of the following values:
- None
- Pending
- Awarded
- In Progress
- Closed
- Not Awarded
Customer Fields
Existing Customer ‡
Parent Customer ‡
Name * (41)
Company Name (41)
Opening Balance
Opening Balance Date
Salutation (15)
First Name (25)
Middle Initial (5)
Last Name (25)
Contact (41)
Phone (21)
Fax (21)
Alt. Phone (21)
Alt. Contact (41)
Email (1023)
Bill Address 1 (41)
Bill Address 2 (41)
Bill Address 3 (41)
Bill Address 4 (41)
Bill City (31)
Bill State (21)
Bill Zip (13)
Bill Country (31)
Bill Address Note (41)
Ship Address 1 (41)
Ship Address 2 (41)
Ship Address 3 (41)
Ship Address 4 (41)
Ship City (31)
Ship State (21)
Ship Zip (13)
Ship Country (31)
Ship Address Note (41)
Customer Type ‡
Terms ‡
Rep ‡
Sales Tax Code ‡
Sales Tax Item ‡
Resale Number (15)
Price Level ‡
Account Number (99)
Credit Limit
Preferred Payment Method ‡
Credit Card No. (25)
Expire Month
Expire Year
Name On Card (41)
Credit Card Address (41)
Credit Card Zip (41)
Job Status
Job Start Date
Job Projected End
Job End Date
Job Description (99)
Job Type ‡
Is Active
See this article for more information on field types.
(--) indicates the maximum number of characters.
Available in Sync & Save PLUS QuickBooks.