In our most recent release (Version 5.013) of Transaction Pro Importer for QuickBooks we added the ability for users to update their customer and vendor lists in QuickBooks via the Account Number field. This new feature is very useful for those companies where their names in QuickBooks do not match the other database that they are importing from.
First you want to make sure you are on version 5.013 or later by checking for updates. You can read how to do do this here.
On the options screen be sure to check the option “Lookup CustomerName in QuickBooks when Account Number is Mapped to Customer Field” for customer list or “Lookup Vendor Name in QuickBooks when Account Number is Mapped to Vendor Field” for vendor list. Since you want to update these list make sure the option “Do not update addresses on existing QuickBooks List Items” is not checked.
When you get to the Transaction Pro Importer for QuickBooks mapping screen be sure to map the column that contains the account number to either the Customer Name or the Vendor Name. Please note that Transaction Pro Importer will not rename the customer or vendor. It just uses the account number to lookup the name and return it in the grid after the mapping screen.
If you do not have a copy of Transaction Pro Importer you can request a free trial demo here and test this new feature out.