Importing from QuickBooks

From RangerMSP Wiki - PSA software for MSPs and IT services providers
Jump to: navigation, search
Import and Export > Importing from QuickBooks

Importing Accounts from QuickBooks

You may choose to import QuickBooks customers/vendors into CommitCRM Accounts.

It is recommended to read the CommitCRM-QuickBooks Link user manual before starting to work with the CommitCRM-QuickBooks Link. In this manual you can find initial setup instructions for the Commit-QuickBooks Link as well as how to synchronize information between CommitCRM and QuickBooks.

However, if you are already familiar with the initial settings for the CommitCRM-QuickBooks link, the following setup steps is essential when importing customers/vendors from QuickBooks into CommitCRM Accounts.

Setup Notes

  1. It is recommended to perform a FULL BACKUP of CommitCRM and QuickBooks before starting using the CommitCRM-QuickBooks Link.
  2. To use the link, the Intuit API should be installed (The QB setup wizard will ask you for this if required).
  3. Log-in to QuickBooks with the correct company file (must have the same exact path as the company file used for the CommitCRM-QuickBooks link) and as a QuickBooks Administrator user.
  4. Switch to Single User mode in QuickBooks.
  5. Leave the QuickBooks window open and then log-in to CommitCRM.
  6. In CommitCRM go to Tools > Options > QuickBooks and choose your QuickBooks company file.
  7. In QuickBooks, a pop-up window should appear asking you a question regarding allowing CommitCRM permission to use QuickBooks. Please allow CommitCRM to access QuickBooks data.
  8. Continue with the CommitCRM setup wizard and start using the QuickBooks link (Please note that when using the link you can import all your customers from QuickBooks to CommitCRM).

Performing the sync
Prior to performing the first sync, make sure to read Before Importing from QuickBooks.
To activate the CommitCRM-QuickBooks link, select Tools > Synchronize QuickBooks > Customers/Vendors from the main menu.

Again, it is recommended to read the CommitCRM-QuickBooks Link user manual before starting to work with the CommitCRM-QuickBooks Link for the first time.

Avoiding Duplicate Accounts with QuickBooks

QuickBooks® customers and CommitCRM Accounts can be synced so that your contact information is unified between the two applications.

If you have already created Accounts in CommitCRM, it is important to prevent the creation of duplicate contact records in the two programs. To prevent duplicate records, you need to create a link between matching records in QuickBooks and CommitCRM.

CommitCRM Accounts and QuickBooks customers can be linked in the CommitCRM Accounts windows. To link the records, select a CommitCRM Account you would like to link, and then search for the QuickBooks Customer which you would like to link to. Confirm the link, and the records will be linked from this point on.

Note: When working with both CommitCRM and QuickBooks, you may need to sync Accounts from both systems. In this case, you should read the How to Avoid Duplicate Accounts section.

See Also