Importing Customer Lists From QuickBooks / Peachtree
Background
As part of the Systemize implementation process, Moraware Support can import your existing customer list from QuickBooks or Peachtree.
Note: your version of QuickBooks or Peachtree may have slightly different menu options, but the steps below can be used as a guide.
Step-by-step: Quickbooks
- In QuickBooks, login with single user mode
- Go to File
- Choose Utilities
- Choose Export
- Click on the customer list. Click OK
- Export to .IIF file, type in a name and click OK
- Send the file to support@moraware.com
- We will convert the file to a spreadsheet, send it back to you and ask you to delete any of the customers you do not need in Systemize.
- Send the cleaned-up spreadsheet to us and we will import this into Systemize
Step-by-step: Peachtree
- In Peachtree, go to File menu
- Choose the "Select Import/Export" item
- In the left box, choose Accounts Receivable, and in the right box choose "Customer List"
- Click the Export button
- On the new window, click OK
- This will create the following file: C:/CUSTOMER.CSV
- Send the file to support@moraware.com
- We will convert the file to a spreadsheet, send it back to you and ask you to delete any of the customers you do not need in Systemize.
- Send the cleaned-up spreadsheet to us and we will import this into Systemize