Home > SI 2017 Documentation > User Guide > People > Vendors > Adding Vendors > Import Vendor(s) from QuickBooks

Import Vendor(s) from QuickBooks

Remarks

 

QuickBooks should be open prior to importing Vendors. This is not required but speed will be improved.

Steps

 

  1. In the Vendor Explorer, click the [QuickBooks] button in the Import section of the ribbon.

 

 

  1. The Import Vendor from QuickBooks form will open:

 

Import Vendor from QB.png

Select your Vendors

 

  1. Select the Vendors you want to import into SI 2017.

Selecting/Filtering

 

You can click the check box next to multiple Vendors to import them into SI 2017 or you can use the [Select All] button on the ribbon.

 

Select Vendors from QB.png

 

There are column filters:

 

File:SIX_Guide/009_Clients_and_Contacts/Clients/Adding_Clients/Import_Clients_from_QuickBooks/column_filter.jpg

 

There are filters in the ribbon for showing All, New, or Matched Vendors. The New filter shows only Vendors who don't already exist in SI 2017. The Matched filter will shows only Vendors that already exist in SI 2017, use this for updating information for existing Vendors.

 

All New Matched QB Vendors.png

 

There's a search field:

 

File:SIX_Guide/009_Clients_and_Contacts/Clients/Adding_Clients/Import_Clients_from_QuickBooks/search_field.jpg

 

Import

 

  1. Click the [Import and Close] or the [Import] button:

 

Import and Close button.png

Last modified
10:39, 20 Feb 2017

Tags

This page has no custom tags.

Classifications

This page has no classifications.