Importing from QuickBooks - Revision history

Dina at 08:34, 8 July 2020

2020-07-08T08:34:16Z

Robert at 13:06, 29 August 2013

2013-08-29T13:06:48Z

← Older revision		Revision as of 13:06, 29 August 2013
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	You may choose to import QuickBooks customers/vendors into CommitCRM [[Accounts]].		You may choose to import QuickBooks customers/vendors into CommitCRM [[Accounts]].

	It is recommended to read the [[QuickBooks Link\|~~Commit~~-QuickBooks Link]] user manual before starting to work with the ~~Commit~~-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.		It is recommended to read the [[QuickBooks Link\|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 ~~Commit~~-QuickBooks link, the following setup steps is essential when importing customers/vendors from QuickBooks into CommitCRM Accounts.		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.

	<u>Setup Notes</u>		<u>Setup Notes</u>

	#'''It is recommended to perform a <u>FULL BACKUP</u> of CommitCRM and QuickBooks before starting using the ~~Commit~~-QuickBooks Link.'''		#'''It is recommended to perform a <u>FULL BACKUP</u> of CommitCRM and QuickBooks before starting using the CommitCRM-QuickBooks Link.'''
	#To use the link, the Intuit API should be installed (The QB setup wizard will ask you for this if required).		#To use the link, the Intuit API should be installed (The QB setup wizard will ask you for this if required).
	#Log-in to QuickBooks with the correct company file (must have the same exact path as the company file used for the ~~Commit~~-QuickBooks link) and as a '''QuickBooks Administrator''' user.		#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.
	#Switch to '''Single User''' mode in QuickBooks.		#Switch to '''Single User''' mode in QuickBooks.
	#Leave the '''QuickBooks''' window open and then log-in to CommitCRM.		#Leave the '''QuickBooks''' window open and then log-in to CommitCRM.
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	#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).		#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).

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

	Again, it is recommended to read the [[QuickBooks Link\|~~Commit~~-QuickBooks Link]] user manual before starting to work with the ~~Commit~~-QuickBooks Link for the first time.		Again, it is recommended to read the [[QuickBooks Link\|CommitCRM-QuickBooks Link]] user manual before starting to work with the CommitCRM-QuickBooks Link for the first time.

	==Avoiding Duplicate Accounts with QuickBooks==		==Avoiding Duplicate Accounts with QuickBooks==
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	==See Also==		==See Also==
	*[[QuickBooks Link\|~~Commit~~-QuickBooks Link]]		*[[QuickBooks Link\|CommitCRM-QuickBooks Link]]
	*[[Import Accounts]]		*[[Import Accounts]]
	*[[Import Items]]		*[[Import Items]]

CmtWikiAdminSysop at 14:20, 11 September 2009

2009-09-11T14:20:12Z

← Older revision		Revision as of 14:20, 11 September 2009
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	*[[Import Items]]		*[[Import Items]]

	~~[[Category:New Users]]~~
	[[Category:QuickBooks]]		[[Category:QuickBooks]]
	[[Category:Import and Export]]		[[Category:Import and Export]]

Sheli: /* See Also */

2009-09-11T12:36:59Z

Sheli at 12:35, 11 September 2009

2009-09-11T12:35:58Z

← Older revision		Revision as of 12:35, 11 September 2009
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	{{importandexport}}		{{importandexport}}
			==Importing Accounts from QuickBooks==
	You may choose to import QuickBooks customers/vendors into CommitCRM [[Accounts]].		You may choose to import QuickBooks customers/vendors into CommitCRM [[Accounts]].

Yarden at 07:57, 13 August 2009

2009-08-13T07:57:33Z

← Older revision		Revision as of 07:57, 13 August 2009
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			{{importandexport}}

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

Yarden: /* See Also */

2009-08-11T12:18:15Z

Yarden at 08:20, 11 August 2009

2009-08-11T08:20:13Z

← Older revision		Revision as of 08:20, 11 August 2009
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	You may choose to import QuickBooks customers/vendors into CommitCRM [[Accounts]].		You may choose to import QuickBooks customers/vendors into CommitCRM [[Accounts]].

	It is recommended to read the [[~~Commit-~~QuickBooks Link\|Commit-QuickBooks user manual]] before starting to work with the Commit-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.		It is recommended to read the [[QuickBooks Link\|Commit-QuickBooks Link]] user manual before starting to work with the Commit-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 Commit-QuickBooks link, the following setup steps is essential when importing customers/vendors from QuickBooks into CommitCRM Accounts.		However, if you are already familiar with the initial settings for the Commit-QuickBooks link, the following setup steps is essential when importing customers/vendors from QuickBooks into CommitCRM Accounts.
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	<u>Performing the sync</u><br>Prior to performing the first sync, make sure to read Before Importing from QuickBooks.<br>To activate the Commit-QuickBooks link, select '''Tools > Synchronize QuickBooks > Customers/Vendors''' from the main menu.		<u>Performing the sync</u><br>Prior to performing the first sync, make sure to read Before Importing from QuickBooks.<br>To activate the Commit-QuickBooks link, select '''Tools > Synchronize QuickBooks > Customers/Vendors''' from the main menu.

	Again, it is recommended to read the [[~~Commit-~~QuickBooks Link\|Commit-QuickBooks user manual]] before starting to work with the Commit-QuickBooks Link for the first time.		Again, it is recommended to read the [[QuickBooks Link\|Commit-QuickBooks Link]] user manual before starting to work with the Commit-QuickBooks Link for the first time.

	==Avoiding Duplicate Accounts with QuickBooks==		==Avoiding Duplicate Accounts with QuickBooks==
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	==See Also==		==See Also==
	*[[Commit-QuickBooks Link]]		*[[QuickBooks Link\|Commit-QuickBooks Link]]
	*[[Import Accounts]]		*[[Import Accounts]]

	[[Category:New Users]]		[[Category:New Users]]
	[[Category:~~Commit-~~QuickBooks ~~Link~~]]		[[Category:QuickBooks]]

Yarden at 09:44, 29 July 2009

2009-07-29T09:44:52Z

← Older revision		Revision as of 09:44, 29 July 2009
Line 1:		Line 1:
	You may choose to import QuickBooks customers/vendors into CommitCRM [[Accounts]].		You may choose to import QuickBooks customers/vendors into CommitCRM [[Accounts]].

	It is recommended to read the [[Commit-~~Quickbooks~~ Link\|Commit-QuickBooks user manual]] before starting to work with the Commit-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.		It is recommended to read the [[Commit-QuickBooks Link\|Commit-QuickBooks user manual]] before starting to work with the Commit-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 Commit-QuickBooks link, the following setup steps is essential when importing customers/vendors from QuickBooks into CommitCRM Accounts.		However, if you are already familiar with the initial settings for the Commit-QuickBooks link, the following setup steps is essential when importing customers/vendors from QuickBooks into CommitCRM Accounts.
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	<u>Performing the sync</u><br>Prior to performing the first sync, make sure to read Before Importing from QuickBooks.<br>To activate the Commit-QuickBooks link, select '''Tools > Synchronize QuickBooks > Customers/Vendors''' from the main menu.		<u>Performing the sync</u><br>Prior to performing the first sync, make sure to read Before Importing from QuickBooks.<br>To activate the Commit-QuickBooks link, select '''Tools > Synchronize QuickBooks > Customers/Vendors''' from the main menu.

	Again, it is recommended to read the [[Commit-~~Quickbooks~~ Link\|Commit-QuickBooks user manual]] before starting to work with the Commit-QuickBooks Link for the first time.		Again, it is recommended to read the [[Commit-QuickBooks Link\|Commit-QuickBooks user manual]] before starting to work with the Commit-QuickBooks Link for the first time.

	==Avoiding Duplicate Accounts with QuickBooks==		==Avoiding Duplicate Accounts with QuickBooks==
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	<u>Note:</u> When working with both CommitCRM and QuickBooks, you may need to sync Accounts from both systems. In this case, you should read the [[Import Accounts#How to Avoid Duplicate Accounts\|How to Avoid Duplicate Accounts]] section.		<u>Note:</u> When working with both CommitCRM and QuickBooks, you may need to sync Accounts from both systems. In this case, you should read the [[Import Accounts#How to Avoid Duplicate Accounts\|How to Avoid Duplicate Accounts]] section.

			==See Also==
			*[[Commit-QuickBooks Link]]
			*[[Import Accounts]]

			[[Category:New Users]]
			[[Category:Commit-QuickBooks Link]]

Yarden at 09:40, 29 July 2009

2009-07-29T09:40:50Z

← Older revision		Revision as of 08:34, 8 July 2020
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	{{importandexport}}		{{importandexport}}
	==Importing Accounts from QuickBooks==		==Importing Accounts from QuickBooks==
	You may choose to import QuickBooks customers/vendors into ~~CommitCRM~~ [[Accounts]].		You may choose to import QuickBooks customers/vendors into RangerMSP [[Accounts]].

	It is recommended to read the [[QuickBooks Link\|~~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.		It is recommended to read the [[QuickBooks Link\|RangerMSP-QuickBooks Link]] user manual before starting to work with the RangerMSP-QuickBooks Link. In this manual you can find initial setup instructions for the RangerMSP-QuickBooks Link as well as how to synchronize information between RangerMSP 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.		However, if you are already familiar with the initial settings for the RangerMSP-QuickBooks link, the following setup steps is essential when importing customers/vendors from QuickBooks into RangerMSP Accounts.

	<u>Setup Notes</u>		<u>Setup Notes</u>

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

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

	Again, it is recommended to read the [[QuickBooks Link\|~~CommitCRM~~-QuickBooks Link]] user manual before starting to work with the ~~CommitCRM~~-QuickBooks Link for the first time.		Again, it is recommended to read the [[QuickBooks Link\|RangerMSP-QuickBooks Link]] user manual before starting to work with the RangerMSP-QuickBooks Link for the first time.

	==Avoiding Duplicate Accounts with QuickBooks==		==Avoiding Duplicate Accounts with QuickBooks==
	QuickBooks® customers and ~~CommitCRM~~ Accounts can be synced so that your contact information is unified between the two applications.		QuickBooks® customers and RangerMSP 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~~.		If you have already created Accounts in RangerMSP, 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 RangerMSP.

	~~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.		RangerMSP Accounts and QuickBooks customers can be linked in the RangerMSP Accounts windows. To link the records, select a RangerMSP 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.

	<u>Note:</u> When working with both ~~CommitCRM~~ and QuickBooks, you may need to sync Accounts from both systems. In this case, you should read the [[Import Accounts#How to Avoid Duplicate Accounts\|How to Avoid Duplicate Accounts]] section.		<u>Note:</u> When working with both RangerMSP and QuickBooks, you may need to sync Accounts from both systems. In this case, you should read the [[Import Accounts#How to Avoid Duplicate Accounts\|How to Avoid Duplicate Accounts]] section.

	==See Also==		==See Also==
	*[[QuickBooks Link\|~~CommitCRM~~-QuickBooks Link]]		*[[QuickBooks Link\|RangerMSP-QuickBooks Link]]
	*[[Import Accounts]]		*[[Import Accounts]]
	*[[Import Items]]		*[[Import Items]]

← Older revision		Revision as of 12:36, 11 September 2009
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	*[[QuickBooks Link\|Commit-QuickBooks Link]]		*[[QuickBooks Link\|Commit-QuickBooks Link]]
	*[[Import Accounts]]		*[[Import Accounts]]
			*[[Import Items]]

	[[Category:New Users]]		[[Category:New Users]]
	[[Category:QuickBooks]]		[[Category:QuickBooks]]
	[[Category:Import and Export]]		[[Category:Import and Export]]

← Older revision		Revision as of 12:18, 11 August 2009
Line 35:		Line 35:
	[[Category:New Users]]		[[Category:New Users]]
	[[Category:QuickBooks]]		[[Category:QuickBooks]]
			[[Category:Import and Export]]

← Older revision		Revision as of 09:40, 29 July 2009
Line 1:		Line 1:
	You may choose to import QuickBooks customers/vendors into CommitCRM [[Accounts]].		You may choose to import QuickBooks customers/vendors into CommitCRM [[Accounts]].

	It is recommended to read the [[Commit-Quickbooks Link\|Commit-QuickBooks user manual]] before starting to work with the Commit-QuickBooks Link. In this manual you can find initial setup instructions for the Commit-QuickBooks Link as well as how to synchronize information between ~~Commit~~ and QuickBooks.		It is recommended to read the [[Commit-Quickbooks Link\|Commit-QuickBooks user manual]] before starting to work with the Commit-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 Commit-QuickBooks link, the following setup steps is essential when importing customers/vendors from QuickBooks into ~~Commit~~ Accounts.		However, if you are already familiar with the initial settings for the Commit-QuickBooks link, the following setup steps is essential when importing customers/vendors from QuickBooks into CommitCRM Accounts.

	<u>Setup Notes</u>		<u>Setup Notes</u>

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

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

	Again, it is recommended to read the [[Commit-Quickbooks Link\|Commit-QuickBooks user manual]] before starting to work with the Commit-QuickBooks Link for the first time.		Again, it is recommended to read the [[Commit-Quickbooks Link\|Commit-QuickBooks user manual]] before starting to work with the Commit-QuickBooks Link for the first time.

	==Avoiding Duplicate Accounts with QuickBooks==		==Avoiding Duplicate Accounts with QuickBooks==
	QuickBooks® customers and ~~Commit~~ Accounts can be synced so that your contact information is unified between the two applications.		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 ~~Commit~~, 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 ~~Commit~~.		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.

	~~Commit~~ Accounts and QuickBooks customers can be linked in the ~~Commit~~ Accounts windows. To link the records, select a ~~Commit~~ 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.		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.

	<u>Note:</u> When working with both ~~Commit~~ and QuickBooks, you may need to sync Accounts from both systems. In this case, you should read the How to Avoid Duplicate Accounts section.		<u>Note:</u> When working with both CommitCRM and QuickBooks, you may need to sync Accounts from both systems. In this case, you should read the [[Import Accounts#How to Avoid Duplicate Accounts\|How to Avoid Duplicate Accounts]] section.