Often times we find that the name formats (whether they be customers, vendors, employees or other names) differ between QuickBooks and the export file from other applications. We recently had a client contact us regarding his import file which had one field for the name that started with the customer’s first name. Unfortunately, our client had his customers stored in QuickBooks with the last name appearing first.
Import File Contained: James T. Kirk
Name in QuickBooks: Kirk, James T.
So in Microsoft Excel we created some new columns in our client’s import file:
- A column to parse out the last name out of the full name (Column B)
- A column to parse out the first name and middle initial out of the full name (Column C)
- A column to put Column B and C back into one column with the last name first (Column D)
You can download a sample Excel file that contains the formulas on our support forum. This article on our support forum includes several helpful excel formulas and features. If you have any other Excel questions please post them to this blog post.