Home > SIX 2013 Documentation > User Guide > Clients, Contacts, and Vendors > 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 vendors from quickbooks form.jpg

Select your Vendors

 

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

Selecting/Filtering

 

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

 

 

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

 

 

There's a search field:

 

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

 

Last modified
11:20, 1 Aug 2014

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