In order to import your data from Quickbooks Desktop please export the following 4 reports:


1. Customers

  1. Click “Reports”

  2. Click “Customers & Receivables”

  3. Click “Customer Phone List”

  4. Click “Customize Report”

  5. Under “Columns” select the following:

    1. Active Status

    2. Customer

    3. Balance Total

    4. Note

    5. Main Phone

    6. Work Phone

    7. Home Phone

    8. Mobile

    9. Fax

    10. Alt. Phone

    11. Alt. Mobile

    12. Main Email

    13. Bill to 1

    14. Bill to 2

    15. Bill to 3

    16. Bill to 4

    17. Bill to 5

    18. Street1

    19. Street2

    20. City

    21. State

    22. Zip

    23. Country

    24. Ship to 1

    25. Ship to 2

    26. Ship to 3

    27. Ship to 4

    28. Ship to 5

    29. Ship To Street1

    30. Ship To Street2

    31. Ship To City

    32. Ship To State

    33. Ship To Zip

    34. Ship To Country

    35. Customer Type

    36. Terms

  6. Click “Excel”

  7. Click “Create New Worksheet”

  8. Click “Export”

  9. Save this report as “customers”

2. Transaction List by Customer

  1. Click “Reports”

  2. Click “Customers & Receivables”

  3. Click “Transaction List By Customer”

  4. Click “Customize Report”

  5. Select “All” from “Dates”

  6. Under “REPORT BASIS” select “Accrual”

  7. Under “Columns” select the following:

    1. Trans #

    2. Type

    3. Date

    4. Num

    5. Memo

    6. Deliv Date

    7. Account

    8. Split

    9. Paid

    10. Open Balance

    11. Amount

    12. Paid Date

  8. Click “Advanced”

  9. Check “All” under “INCLUDE”

  10. Click “OK”

  11. Click “OK”

  12. Click “Excel”

  13. Click “Create New Worksheet”

  14. Click “Export”

  15. Save this report as “transaction_list_by_customer”

3. Transactions with line items

  1. Click “Reports”

  2. Click “Custom Reports”

  3. Click “Transaction Detail”

  4. A “Modify Report” window should be shown

  5. Select “All” from “Dates”

  6. Select “Accrual” under “Report Basis”

  7. Under “Columns” select the following:

    1. Trans #

    2. Type

    3. Entered/Last Modified

    4. Date

    5. Num

    6. Name

    7. Memo

    8. Ship Date

    9. Item Description

    10. Paid

    11. Pay Meth

    12. Open Balance

    13. Qty

    14. Sale Price

    15. Debit

    16. Credit

    17. Amount

    18. Account

  8. Click “Advanced”

  9. Check “All” under “INCLUDE”

  10. Click “OK”

  11. Click “OK”

  12. Click “Excel”

  13. Click “Create New Worksheet”

  14. Click “Export”

  15. Save this report as “transactions_with_line_items”

4. Item Price List

  1. Click “Reports”

  2. Click “List”

  3. Click “Item Price List”

  4. Click “Customize Report”

  5. Under “Columns” make sure the following are checked

    1. Active Status

    2. Item

    3. Description

    4. Price

  6. Click “OK”

  7. Click “Excel”

  8. Click “Create New Worksheet”

  9. Click “Export”

  10. Save this file as “item_price_list”