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Qslip - User Guide - Customer List Feature

The purpose of the customer list feature is to speed data entry. It is automatically maintained by Qslip, so you shouldn't need to worry about it. However, the tab page shown here allows you to edit and purge the list if you choose, as well as import from an external list.

To delete a single entry in the list, select it and then press CTRL+DELETE.

The import option is useful under two circumstances:

  • If you import deposit information and you have an existing list of customers and bank numbers. By importing this customer list, the bank number will be inserted by Qslip for each customer, so you won't have to enter the bank number in the memo field when receiving payments in QuickBooks. (Please note: even without using this customer import, you only need to enter bank numbers in QB the once for each customer, since they will be stored in Qslip for subsequent use).
  • If you manually enter deposit information into Qslip to create deposits, importing a customer list will speed data entry on first use of a customer in Qslip.
  • Note: if you always import deposit information, the customer list is automatically built and maintained from the import data.

The import file must have tab-delimited columns, and a header as row 1 with a column named "customer" and optionally a column named "bankno" -- all other columns will be ignored.

The QB report, Customer Contact List, is an acceptable format. To export it to file:

  1. Select the menu item, REPORTS | LISTS | CUSTOMER CONTACT LIST
  2. Click "Print" and then "Report" on the report window.
  3. In the next dialog, select the "File" radio-button.
  4. Ensure "Tab delimited file" is the file type shown next to it.
  5. Click "Print" to name and create the export file.

In Qslip:

  1. In Qslip, click on the Customer List tab.
  2. Click the "Import Customers" button and browse to and select the file you just saved.
  3. Click Open on the file dialog to import the customers into Qslip.

You can disable the customer list feature in preferences.

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