Converting QuickBooks Client Information to RMS.

[Monty]

Hi,

I have my database of customers in QuickBooks 2003 and would like to take
just the client information (name, phone, address) and have it in RMS. Is
there a way of converting from QuickBooks to Excel and then to RMS...Any
suggests would be appreciated.

Thanks,
Monty

 

[Jeff]

Monty,

You _could_ do it this way, but its easier if you tell RMS that you are
using QB and then import directly.

Open your QuickBooks program and minimize it.

SO Manager | File | Configuration | Accounting | select QB 2003 (last one in
list) | select the Retrieve button in RMS | allow it

SO Manager | Utilities | Import QuickBooks and only select the Customers
checkbox.



Hi,

I have my database of customers in QuickBooks 2003 and would like to take
just the client information (name, phone, address) and have it in RMS. Is
there a way of converting from QuickBooks to Excel and then to RMS...Any
suggests would be appreciated.

Thanks,
Monty