Home > SI 2015 Documentation > User Guide > People > Clients > Adding Clients > Import Client(s) from QuickBooks

Import Client(s) from QuickBooks

SI_2015_logoset-1 - small.png

 

 

 

Remarks

 

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

Steps

 

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

 

Import Client from QB.png

 

  1. The Import Client from QuickBooks form will open:

 

Import Clients QB.png

Select your Clients

 

  1. Select the Clients you want to import into SI 2015.

Selecting/Filtering

 

You can click the check box next to multiple Clients to import them into SI 2015.

 

Import Clients QB select.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 Clients. The New filter shows only Clients who don't already exist in SI 2015. The Matched filter will shows only Clients that already exist in SI 2015, use this for updating information for existing Clients.

 

Import Clients QB filter.png

 

There's a search field:

 

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

 

Once finished filtering, you can use the [Select All]/[Deselect All] buttons:

 

Import Clients QB select all.png

Import

 

  1. Click the [Import] button:

 

Import and Close QB.png

Last modified
16:55, 9 Jul 2015

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