Tools > Import From > Importing information from QuickBooks®

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Importing information from QuickBooks®

Use the QuickBooks® Import Wizard to import your customer, supplier and employee information from QuickBooks®.

  1. Select Import from the Tools menu, and then select QuickBooks®. The QuickBooks® Import Wizard appears.



  2. Step 1 of 4: Choose items - Choose the item(s) to import by clicking the check box next to each. This will launch the browse dialogue box. Find the appropriate QuickBooks® export file and click Open.

    Note:     Refer to the QuickBooks® help manual for more information. Repeat Step 2 for each item that you want to import. Click Next.

  3. Step 2 of 4: Contacts - This displays a list of customer and vendor names to import. You can deselect the customers and vendors that you don’t want to import by clicking on each check box or clicking Check All. Click it again to reselect all customers and vendors. When you’re done, click Next.

    Note:     If you didn’t select Customers or Vendors in Step 1 of 4, the wizard will skip this step.
  4. Step 3 of 4: Employees - This displays a list of employee names to import. You can deselect employees that you don’t want to import by clicking on each check box or clicking Check All. Click it again to reselect all employees. When you’re done, click Next.

    Note:     If you didn’t select Employees in Step 1 of 5, the wizard will skip this step.
  5. Step 4 of 4: Employee Settings - Select a Default Pay Type by selecting one of the options from the drop-down menu. Make sure you choose a pay type that applies to most or all of your employees. You can edit the default pay type for each employee later (see Adding or Editing an Employee).

    Note:     If you didn’t select to import employees in Step 1 of 4, the wizard will skip this step.
  6. Click Finish to complete the process or click Back to make changes.
  7. When the import is complete, a dialogue box appears showing the total number of customers, suppliers and employees that were imported. Click OK.

Last updated on September 8, 2017 by FCC AgExpert