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1. #Import data into quickbooks 2015 how to#
2. #Import data into quickbooks 2015 manual#
3. #Import data into quickbooks 2015 full#

To export your contact details, it is probably easiest to use Customer Contact List report (under Reports>Customers & Receivables). However you may want to set up again to take advantage of some of the more sophisticated features of the MoneyWorks account structure.

#Import data into quickbooks 2015 manual#

The information required is in the MoneyWorks Manual (Importing your Chart of Accounts on page G-363). Note however that in general QuickBooks doesn’t use account codes, so you will need to add a column for these. If you want to import your old chart of accounts, you will need to massage the one exported from Quickbooks into the correct columns (use a spreadsheet for this). iif file in Excel by right-clicking on it and choosing Open in Excel. The gibberish IFF tags are at both the beginning and the end of the file.

If using IIF files, you need to remove a number of rows of gibberish code (used to communicate with other Intuit apps), so that you are left with just the columns of actual data, which you can then save as tab-delimited. If you do not have the Excel button you can usually use the Quickbooks export facility to export Customers, Suppliers, Products and the Chart of accounts into tab-delimited txt files or an IFF file (use File>Utilities>Export>Lists to IIF Files…). You can then open it in Excel (or a text editor) to view its layout. If you choose Create a comma separated values (.csv) file in the Send Report to Excel, Quickbooks will make a much cleaner text file (devoid of the formatting) direct to your hard drive. To export a QuickBooks report to Excel, click the Excel button at the top of the report, then choose Create New Worksheet. You should find an Export or Excel button in some versions of Quickbooks in Items list at the bottom, and in the Customer Centre the Excel button at the top.

Provided you can export data from Quickbooks you can import it into MoneyWorks, although you may need to pass it through something like Excel to remove any extraneous data.

#Import data into quickbooks 2015 how to#

It may be worth reading the first section of this document which explains how to tidy up your Quickbooks file before migration.

#Import data into quickbooks 2015 full#

A full and very detailed guide to migrating from Quickbooks to MoneyWorks is available on request. Your host URL is everything up to the first single slash in the URL that displays.There are many and varied versions of Quickbooks so these are guidelines only. You can find your host URL by logging in to your Replicon instance, and looking at the address bar at the top of the browser. You'll be prompted to enter your host URL, along with your company name and user name, when installing the integration manager. I'm installing the QuickBooks Integration Manager. Also, when used with Canadian 2010 or higher editions of QuickBooks, the integration manager supports multicurrency transfer to vendor bills only. editions support multiple currencies, due to a limitation in QuickBooks, transfer of multiple currencies via the integration manager is not supported for these editions. (1) Although QuickBooks 2009 or higher U.S. The integration manager likely works with other versions of QuickBooks, but we haven't tested it with others