Clients Address missing when importing sales invoices

[supramobili]

Hi,

I have been importing my sales invoices using the CSV file, I can see the clients address on the Invoice itself, however, this information is missing on the client’s card and is using the UK as a default country for all of them even when the file say a different country.

Thanks in advance

[QFBeth]

Hi @supramobili,

When you set up the clients did you enter all of their address details including country?

Importing the invoices shouldn’t affect the client address as this would have been set when you created the client

[supramobili]

Hi @QFBeth,

Yes I did, this is how it looks when I see the invoice

and this is what it shows on the client’s card

[rhc]

When you upload invoices to quickfile, quickfile only takes the name from the invoices. Your supplier / customer details like address, phone number, email and so on you have to enter separately (or upload these details to quickfile).
Hoover over Account Settings and then over Import Data, there you can see Import Client, Import Suppliers and so on
Hope this helps

[QFBeth]

This client card hasn’t got an address associated with it. If you were to amend the client and enter the address it should then show the correct country

[supramobili]

Thanks for the reply, that is certainly a solution, however, it’s an additional task to do, I think Quickfile should take the information from the sales invoice file otherwise I don’t see why there is a field on the file called “client address”

[rhc]

If you import clients / suppliers then there is a address line (see below)

Importing clients and suppliers

With QuickFile there is a very simple way to import all your clients and suppliers. The Data Import Wizard allows you to upload a CSV Spreadsheet with a list of all your clients and suppliers. Here’s how to use the Data Import Wizard: From your dashboard click on the account settings menu item then click on the link ‘Data Import Wizard’. You will be presented with a number of options. In this example we will import a list of clients. You will now see an upload dialogue box. [image] …

If you import invoices then there is no address, email and so on request (see below)

Importing sales and purchase invoices

Introduction If you have a spreadsheet containing sales or purchase invoices, you can import these into QuickFile from the Data Import Wizard (accessible from account settings). QuickFile will automatically try to match the client or supplier to any existing records or create new ones when no match is found. A maximum of 250 invoices can be imported at one time. Here’s how to import sales and purchase invoices in QuickFile From your dashboard click on the account settings menu item then click…

[supramobili]

there is a field on the CSV sales invoice file called customer name and customer address, it should take the information from there and create a new customer with the address.

[rhc]

The invoice importer doesn’t pick up the address field. Did you try to upload the invoice twice - once as a client upload and once as invoice upload?

[QFMathew]

Hi @supramobili

The address for invoice imports is actually free text, in that it’s not specifically broken up like it is for clients, so unfortunately matching up isn’t something we’re able to do.

This mirrors that same set up when creating an invoice within QuickFile. We prepopulate the client address with the data saved for that client, but it can be altered to how you see fit.

If you created the client first and then imported the invoice with a matching client name, we would have matching this up. But the address field in the invoice import will still override the one saved against the client.

Hope this helps.