Importing Into QuickBooks

To complete the transfer of invoice/customer information from Job Manager to your QuickBooks system, you must start the QuickBooks application and import the formatted text file exported from Job Manager. Files may be imported into QuickBooks via the Import window, which may be accessed from the File menu. For more information on QuickBooks' import procedures and mechanism, please consult your QuickBooks documentation.

Importing into QuickBooks

1. Back up your QuickBooks database. For information on backing up QuickBooks databases, please refer to your QuickBooks documentation.
2. From the File menu, choose Utilities, then choose Import. This will open an Import dialog, allowing you to specify the file you would like to import.
3. Locate the formatted text file containing the Job Manager invoice/customer information you would like to import and click IMPORT.

Note: Because QuickBooks does not have a Customer Code field for its customer objects, the customer code of each object marked for export in the Accounting Export window is mapped to the Customer field in the formatted text file exported from Job Manager. The Job Manager Customer Name is mapped to the QuickBooks Company Name field. Upon import, QuickBooks uses the Customer field as the 'customer code' to determine whether to use the Job Manager customer information in the file to update a pre-existing customer or to create a new one.