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How do I Import customer data into QuickBooks?
The new Precision Cart allows you to download your customers’
order information and import it directly into QuickBooks!
Information to know before you get started.
• The import feature utilizes 4
custom fields in your QuickBooks Customer Job List.
• The 4 customer fields are Domain
Name, Credit Card Number, Credit Card Expiration Date, and Name on
Credit Card.
• To set these up, simply go to
your Customer: Job List
• Double Click on a customer name
• Click on the ‘Additional Info’
tab
• On the bottom right, click on
the ‘Define Fields’ button
• In the new window that pops up,
enter the Four labels as company, Credit Card, Exp. Date, name and
select the ‘Customer:Job’ box beside those 4 Labels. Please see
our image at http://www.precisionweb.net/qkbkdefinefield.png.
• ALSO, you must create
your Items in QuickBooks prior to importing. You can do this
by going to the 'List' menu, clicking on 'Item List'. This
will bring up a complete list of items.
• To create a new item, click on
the 'Item' button at the bottom of the screen and click 'new' on the
menu.
• Enter the appropriate
information for your item, the only field you must enter that
coincides with the Shopping Cart is the Item Name/ Number. The
Item Name/ Number must be the same thing you enter into the item SKU
field in the shopping cart.
• Once you have set up your items,
when you import the correct accounts will be debited and credited.
To save your customers’ information
• Log into your shop owner’s
panel (located at <http://www.your-actual-domain.com/shop/owner>)
• Click on the ‘View Pending
Orders’ button
• In the new window that opens,
click on the ‘Export All Orders’ button at the top right of the
screen.
• Click ‘Save Customer Records’
button and save the files to a known location and name it custrec
for example.
To import a file into QuickBooks
• Open QuickBooks
• Click on the ‘File’ drop
down menu
• Select ‘Utilities’ from the
list and choose ‘Import’
• The import window will allow you
to browse your hard drive for the appropriate document, custrec.txt
in the example (IF YOU DON’T SEE YOUR TEXT FILE: make sure you
have the Files of type: set to ‘All files’).
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