Home > SI Documentation (v17) > User Guide > People > Clients > Adding Clients > Import Clients from QuickBooks

Import Clients from QuickBooks

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You can import Clients into SI from QuickBooks. QuickBooks should be open prior to importing Clients. This is not required but speed will be improved.



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


import from quickbooks.jpg


  1. The Import Client from QuickBooks form will open:


import form.jpg


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



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. The Matched filter will shows only Clients that already exist in SI, use this for updating information for existing Clients. There are column filters and a search field as well.


  1. Once you've selected your Clients, click Import and Close or Import button.
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