If you have a client that wants to import their QuickBooks Customer or Vendor List into RPro, have them open their QuickBooks company file and do this: Go to “Reports” at the top bar (File,Edit,View,Lists,Company,ect…)
Now select “List” reports
Select “Customer Phone List” or “Vendor Phone List”
When the report comes up have them go to the upper left hand corner of the report and select “Modify Report”
at the “Display” tab you will see a list called “Columns” with check marks on a few selections, these check marks will toggle on or off when you click them.
Have your Client put a check mark next to the following items:
Customer
Notes
Company
First Name
Last Name
Phone
Alt Phone
Fax
Contact
Alt Contact
Street1
Street2
City
State
Zip
Email
Sales Tax Code
Tax Item
Resale Num
Terms
Credit Limit
and select “OK” at the bottom
NOW she is looking at a report that gives us everything we could possibly need for RPro. At the top of the report there will be a button marked “Export”, in older versions it’s an “Excel” Button and in even older versions you have to go to print to get there.
Select the “Export” Button
Select “a new Excel workbook”
Deselect “Include a new worksheet…)
Select “Export”
Now have her Save As in a location where she can find it a email it to us.
