Customers & Jobs list (CUST)
Import and export files can contain all the information on your Customer:Job list. The keyword for
the Customers & Jobs list is CUST.
Column
headings
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. 1.
Vendor 2.
Employee 3.
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 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 |
|
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. |