How customer types are determined in a Quickbooks Online import

  • When customers are imported from QBO into Commusoft, they are assigned a designation (a customer, a private company, etc.) depending on how their information is stored within QBO itself.
  • When a customer is stored with the 'Contact name' section filled in as well as both their first and last names, they will be imported to Commusoft as a private customer. Without this information, however, they will be imported as a company instead.
  • The following tables should help clarify things. They show the list of the fields listed in Commusoft and the corresponding ones in QBO: