Import from QuickBooks

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Overview

• You can import inventory and customer records from QuickBooks while running through the Setup Guide when the program is initially installed, or at a later date from the Import Products, etc. page of the Store Setup Wizard.
• Before you can import inventory and customer records into SEOM, you must either configure SEOM for the direct XML a mark-up language similar to HTML, except that it is used to structure data, not display it. XML is used to order data in such a way that it can be passed between applications with relative ease. method of data exchange or export the data directly from your QuickBooks data (.qbw) file to an .iif file.
• QuickBooks 2012 was used to create this documentation. If you are using an older version of the product, the instructions in this topic may not exactly match your version. Check QuickBooks Help to find the corresponding menu selections.

Prepare to Transfer Data From QuickBooks to SEOM

There are two methods of transferring data from QuickBooks to SEOM.

Choose one of the following:

Direct Transfer Method

1. Go to Main Menu > Settings > Data Functions > Accounting Export Setup.

2. Click Edit Settings on the Account Import tab.

3. Click the Folder icon to navigate to the location of the company data file (.qbw). It must be the same path that QuickBooks uses to access the company data file. Click OK.

4. Click Save on the Accounting Export Setup screen synonymous with the Microsoft Access Form object or graphical user interface (GUI), click OK.

5. You can now use the Import Products or Customers from QuickBooks feature.

.iif File Transfer Method

1. Open QuickBooks.

2. Go to File > Utilities >  Export > Lists to IIF File > and select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation Customer Lists or Items List.

3. Choose the location where you want to save the .iif file.

4. Close QuickBooks.

5. You can now use the Import Products or Customers from QuickBooks feature.

Import Products or Customers from QuickBooks into SEOM

From the Setup Guide

1. Select the Import Data tab of the Setup Guide.

2. Select Customers or Inventory and click then click QuickBooks.

3. The Import Data from QuickBooks dialog box opens:

4. If you are importing products, you can enter a Default Quantity on Hand for any items with an empty Quantity value.

5. Select Import Customers or Import Inventory Items.

6. The system displays the Import from which file? dialog box:

7. Select Yes to browse to the location of the .iif file. Select No to browse to the location of the QuickBooks data (.qbw) file.

8. Once you have located the file, import will begin. The program shows a summary of the results when the import is finished.

9. Click OK.

10. Repeat steps 2 - 9 to import the other type of records from QuickBooks, if desired.

11. Click Close and continue importing other data types through the Setup Guide.

From the Store Setup Wizard:

1. Select the Import Products, etc. option one of the possible attributes of a product; for example, blue is an option for the color attribute of a product and click the Import Products or Customers from QuickBooks button. The Import Data from QuickBooks dialog box opens:

2. Choose one of the following two options:

   1. If you choose to import customers, you must select whether to Start by Deleting All Customers (this does not apply if you are a new SEOM user). If you do, all existing customers in your database will be deleted before the new records are imported. Click Import Customers to begin the import process.

   2. If you choose to import inventory, select whether to Start by Deleting All Inventory Items (this does not apply if you are a new SEOM user). If you do, all existing products will be deleted before the new products records are imported. You can also enter a Default Quantity on Hand for all items with no value in the Quantity field. Click Import Inventory Items to begin the import process.

3. The system displays the Import from which file? dialog box:

4. Select Yes to browse to the location of the .iif file. Click No to browse to the location of the QuickBooks data (.qbw) file.

5. Once you have selected the file, import will begin. The program shows a summary of the results when the process is finished.

6. Click OK.

7. Review the results by going to Main Menu > Manage My Inventory > View and Manage My Inventory or Main Menu > Manage My Customers > View and Manage My Customers.

Additional Information

Created: 7/12/12

Revised: 12/2/14

Published: 04/14/16