Home > SIX 2013 Documentation > User Guide > Clients, Contacts, and Vendors > Clients > Adding Clients > Import Client(s) from QuickBooks

Import Client(s) from QuickBooks

Video

 

 

 

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.

 

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

 

  1. The Import Client from QuickBooks form will open:

 

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

Select your Clients

 

  1. Select the Clients you want to import into SIX.

Selecting/Filtering

 

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

 

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

 

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 SIX. The Matched filter will shows only Clients that already exist in SIX, use this for updating information for existing Clients.

 

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

 

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:

 

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

Last modified
08:37, 30 Oct 2014

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