Import from QuickBooks Online and creation of a new contact in CCH iFirm
When you import your contacts from QuickBooks Online into CCH iFirm, you will find below the list of imported fields as well as their location when a new contact is created in CCH iFirm.
QuickBooks Online |
CCH iFirm |
Title |
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First Name
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First Name Note: When both the Company field and the First Name field are populated for the QuickBooks Online contact, the Corporation field and the Individual field in CCH iFirm will be populated. If, in CCH iFirm, the contact type is changed from Corporation to Individual, you will see the individual’s information. |
Middle Name |
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Last Name |
Last Name Note: When both the Company field and the Last Name field are populated for the QuickBooks Online contact, the Corporation field and the Individual field in CCH iFirm will be populated. If, in CCH iFirm, the contact type is changed from Corporation to Individual, you will see the individual’s information. |
Suffix |
-- |
Company |
Name Note: For Corporation type contacts only. |
Display name as |
Mailing Name Postal Address – Addressee Physical Address - Addressee |
Print on check as |
-- |
Billing Address – Line 1 |
Concatenated in the Postal Address - Street field up to a maximum of 40 characters. |
Billing Address – Line 2 |
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Billing Address – Line 3 |
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Billing Address City/Town |
Postal Address City/Town |
Billing Address State/Province |
Postal Address Province |
Billing Address Postal Code |
Postal Address Postal Code |
Billing Address Country |
Postal Address Country Note: The default country is Canada if the matching field in QuickBooks Online is empty. |
Shipping Address – Line 1 Note: When, in QuickBooks Online, the Shipping address field is populated and the Same as billing check box is selected, CCH iFirm will have the same address in both the Postal and Physical addresses fields. |
Concatenated in the Physical Address - Street field up to a maximum of 40 characters. |
Shipping Address – Line 2 |
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Shipping Address – Line 3 |
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Shipping Address City/Town |
Physical Address City/Town |
Shipping Address State/Province |
Physical Address Province |
Shipping Address Postal Code |
Physical Address Postal Code |
Shipping Address Country |
Physical Address Country Note: The default country is Canada if the matching field in QuickBooks Online is empty. |
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Note: If, in QuickBooks Online, more than one e‑mail address separated by a comma is listed in the Email field, they will all display in the matching field in CCH iFirm. However, note that CCH iFirm does not support multiple emails. |
Phone |
Home Phone |
Mobile |
Mobile |
Fax |
Fax |
Other |
Work Phone |
Website |
Website |
Payment and billing tab:
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Billing Details:
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Payment and billing tab:
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Billing Details:
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Payment and billing tab:
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Billing Details:
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