
Import transaction list from Quickbooks into Infusionsoft
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Description
Experience Level: Intermediate
Hi there,
I am looking for a professional with advanced Excel skills to help me move my sales transactions along with customer contact info from Quickbooks Online to Excel so I can import it to Infusionsoft to create a segmented list in Infusionsoft by product and it's date..
The resulting file will have to have:
- the transaction products and customer containing the customer contact info; phone, address, email.
- I will only need the last invoice not the previous invoices
- The products will be used as tags (or maybe fields?) by Infusionsoft and need be searchable by product and date of last transaction so i can segment emails and campaigns.
I can have QB export a Transaction List or a Contact List but i don't have the skills to make it all one list only.
Thanks.
Giuliano
I am looking for a professional with advanced Excel skills to help me move my sales transactions along with customer contact info from Quickbooks Online to Excel so I can import it to Infusionsoft to create a segmented list in Infusionsoft by product and it's date..
The resulting file will have to have:
- the transaction products and customer containing the customer contact info; phone, address, email.
- I will only need the last invoice not the previous invoices
- The products will be used as tags (or maybe fields?) by Infusionsoft and need be searchable by product and date of last transaction so i can segment emails and campaigns.
I can have QB export a Transaction List or a Contact List but i don't have the skills to make it all one list only.
Thanks.
Giuliano
Giuliano C.
100% (1)Projects Completed
1
Freelancers worked with
1
Projects awarded
50%
Last project
1 May 2018
United States
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