Import Customers / Vendors from Quickbooks

Open Quickbooks

Open e-manage > Open Quickbooks Integration (Main Tool Menu)

Imports > Import Customers / Vendors

Select Customers

1. Typically the next two checkboxes will remain unchecked

2. Company Type = Customer / Bill To

3. Salesperson = Select “All Salespeople Can Access”

4. Status = Active (Sales Territory, Market Type & Referred By can remain blank)

   

If you have Contacts entered into QB that you’d like to import in place a check in “Contacts are also in Quickbooks”

1. Contact Type = General (can be updated later if necessary)

2. Contact Status = Active

Select “Begin Import”

Once Import of Customers is completed you can select “Vendors” > Adjust Company Type to “Vendor” and repeat Steps 4 through 6 above