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Steps for importing QB data into Customer Mgr or Client Mgr

Data can be imported from QuickBooks into Customer Manager or Client Manager, and then synchronized on an ongoing basis to eliminate the need to update the same data in different applications. When importing data from QuickBooks, select the options that determine what type of data will be imported, import the data, and resolve data conflicts if necessary.

Detailed Instructions

To import QuickBooks data into Customer Manager or Client Manager:

  1. Open QuickBooks and open the company file containing the data to be imported.
  2. Open Customer Manager and open the Import From QuickBooks window.
    • Customer Manager 2.5:
      1. Select the File menu and select Import.
      2. Click the Sync (2-way) tab.
      3. Click Set Up QuickBooks Sync.
    • Customer Manager 2.0 or Client Manager 2.0: Select the File menu and select Import > QuickBooks.
  3. Verify that the information in the Company File Name field matches the company file that is open in QuickBooks.
    • If the company file name is correct, continue with step 4.
    • If the company file name is incorrect:
      1. Click the Browse button.
      2. Click the Look in drop-down arrow and select the folder containing the QuickBooks company file.
      3. Click Open.
  4. Click Next to open the Import Details window.
  5. Select the names and options to be imported from QuickBooks into Customer Manager or Client Manager and click Next.

Note: Selecting Import Jobs as Contacts is not recommended if the jobs feature is used in QuickBooks to track customer jobs or projects. Importing a job as a contact does not convert the customer:job relationship from QuickBooks into a contact name:project relationship in Customer Manager or Client Manager.

Note: Selecting Import Financial Transactions imports a link from QuickBooks to the following forms: invoices, payments, deposits, sales receipts, statement charges, credit memos, sales orders, refunds, bills, bill payments, purchase orders, item receipts, and vendor checks. Employee payroll information is not imported.

  1. (Optional). If the Custom Field Assignments window opens, click the Imports as drop-down arrow, select the best option for your situation, and click Next.
    • Select Do not import to skip importing the custom field.
    • Select Add Field to add a new custom field in Customer Manager or Client Manager to store the QuickBooks data.
    • Select one of the existing fields in the list to store the data imported from the custom field in QuickBooks.
  2. Resolve conflicts and finish the import:
    1. If the Import Complete window appears, click Finish.
    2. If the Resolve Name Record Conflicts window appears:
      1. Refer to "Resolving data conflicts when importing from or synchronizing with other applications"" to resolve the conflicts.
      2. Click Finish.
  3. Click a contact name to view the data that was imported from QuickBooks.
  4. Verify that the imported information appears correctly in the correct fields, and then click the Back button to return to the names list.
  5. Repeat steps 8 and 9 to view several more records imported from QuickBooks and verify the accuracy of the information in each field.
    • If the information and field assignments are correct, the import is finished.
    • If the information or field assignments are not correct:
      1. Select the File menu and select Utilities > Undo last import/sync.
      2. Repeat from step 1 to reimport the data from QuickBooks. Change the names and options in step 5 or custom field assignments in step 6 to modify how Customer Manager or Client Manager imports the data.

 

While live phone support has been discontinued for Customer Manager, you have many ways to get support. Search articles on this site, or read discussions or post questions on the Intuit QuickBooks Community site for free.

KB ID# HOW12653
12/6/2016 2:10:03 AM
PPRDQSSWS404 9138 Pro 2017 a8d249