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.

Warning: When a contact is imported from QuickBooks Online and linked to an existing contact in CCH iFirm, no data is imported from QuickBooks Online to CCH iFirm and no data is sent from CCH iFirm to QuickBooks Online

 

QuickBooks Online

CCH iFirm

Title

--

First Name

 

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

--

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

Billing Address – Line 3

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

Shipping Address – Line 3

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.

Email

E-mail

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:

  • Preferred delivery method

    • None

Billing Details:

  • Invoice/Statement Delivery

    • By Email

Payment and billing tab:

  • Preferred delivery method

    • Print Later

Billing Details:

  • Invoice/Statement Delivery

    • By Post

Payment and billing tab:

  • Preferred delivery method

    • Send Later

Billing Details:

  • Invoice/Statement Delivery

    • By Email

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