| 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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