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


TABLE OF CONTENTS


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”


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”


Export Transactions

  1. In the toolbar click "Help"
  2. Mouse over "Tech Support" (If you do not see "Tech Support" option follow "Enable Tech Support Option" below)
  3. Mouse over "Export"
  4. Click on "Export Transactions"
  5. Save the file as "transactions.IIF"



Enable Tech Support Option

  1. In the toolbar click "Help"

  2. Click on "About Intuit Quickbooks..."
  3. A Quickbooks logo should be displayed
  4. Press the following key combination: Ctrl Alt d b
  5. Click the Quickbooks logo which will close it