Importing Customer Lists from QuickBooks / Peachtree

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Background

As part of the JobTracker 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

  1. In QuickBooks, login with single user mode
  2. Go to File
  3. Choose Utilities
  4. Choose Export
  5. Click on the customer list. Click OK
  6. Export to .IIF file, type in a name and click OK
  7. Send the file to support@moraware.com
  8. 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 JobTracker.
  9. Send the cleaned-up spreadsheet to us and we will import this into JobTracker

Step-by-step: Peachtree

  1. In Peachtree, go to File menu
  2. Choose the "Select Import/Export" item
  3. In the left box, choose Accounts Receivable, and in the right box choose "Customer List"
  4. Click the Export button
  5. On the new window, click OK
  6. This will create the following file: C:/CUSTOMER.CSV
  7. Send the file to support@moraware.com
  8. 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 JobTracker.
  9. Send the cleaned-up spreadsheet to us and we will import this into JobTracker

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