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 Monsoon Order Manager, you must either configure Monsoon Order Manager for the direct XML 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 different version of the product, the instructions in this topic may not exactly match. Check QuickBooks Help to find the corresponding menu selections.

There are two methods of transferring data from QuickBooks to Monsoon Order Manager.

Choose one of the following:

Go to Main Menu>Setting>Data Functions>Accounting Export Setup.
Select Edit Settings on the Account Import tab.
Select 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. Select OK.
Select Save on the Accounting Export Setup screen, select OK.
You can now use the Import Products or Customers from QuickBooks feature.

Open QuickBooks.
Go to File>Utilities>Export>Lists to IIF File> and select Customer Lists or Items List.
Choose the location where you want to save the .iif file.
Close QuickBooks.
You can now use the Import Products or Customers from QuickBooks feature.

Import from QuickBooks screen

Select Import Customers or Import Inventory Items. If you are importing products, you can not import QOH information here, only SKUs.
The system displays the Import from which file? dialog box:

Select Yes to browse to the location of the .iif file. Select No to browse to the location of the QuickBooks data (.qbw) file.
Once you have located the file, import will begin. The program shows a summary of the results when the import is finished.
Select OK.
Repeat steps 2 - 9 to import the other type of records from QuickBooks, if desired.
Select Close and continue importing other data types through the Setup Guide.

Select the Import Products, etc. option and select the Import Products or Customers from QuickBooks button. The Import Data from QuickBooks dialog box opens:

Import from QuickBooks screen

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 Monsoon Order Manager user). If you do, all existing customer records in your database are deleted before the new records are imported. Select 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 Monsoon Order Manager user). If you do, all existing product records are deleted before the new products records are imported. You can no longer import QOH information at this screen, just SKUs. Select Import Inventory Items to begin the import process.

Select Yes to browse to the location of the .iif file. Select No to browse to the location of the QuickBooks data (.qbw) file.
Once you have selected the file, import begins. The program shows a summary of the results when the process is finished.
Select OK.
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.

Created: 7/12/12

Revised: 8/10/15

Published: 08/19/15