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Importing Customers

On the QBO Dashboard page select [ Importing > Customers ].

1. This section contains Customers which may already exist in Streamline. We advise you to pair those customers rather than import them (Pairing Customers).

2. This section contains all customers available for import.

3. Streamline will also try to import customer details like address, customer contacts and most importantly: open balance at the time of the import. Opening balance will be imported to Streamline as a special type of invoice called “Opening balance” which will then be visible in the invoice library of that customer alongside other invoices/credit notes.

4. You are able to manually edit open balance for individual customer on batch edit customers page or in customer settings page

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