This section will show you how to import your Customers into Commit.
Important note: If all your Customers are already in Commit, do not use this import feature until you have created links between existing records in Commit and their related records in QuickBooks. To learn more about how to create these links, click here.
Note that before performing a batch import, it is recommended that you first back up all your Commit data. The Commit data is stored in <server>Commit\DB.
After backing up your data, follow the instructions below to import Customers/Vendors from QuickBooks into Commit:
In the Accounts window, go to the QuickBooks drop down toolbar menu and select Import New Records/Update Linked Records from QuickBooks...
If you have backed up your Commit Data, click OK to continue with the import process.
The import wizard will ask you to select the QuickBooks records you would like to import into Commit. By default, only active Customers are imported. If you want to import your vendors as well, follow the import wizard again once you have completed importing your Customers, and select Vendors.
Select the type of QuickBooks records you want to import, and click Next.
Click Finish.
Click Yes to begin importing the data.
The import process will begin.
Wait till the records are imported from QuickBooks to Commit
Click OK.
The import has finished. You can now see all the imported records in Commit in the Accounts window:
Please note that QuickBooks Jobs are not imported in batch imports from QuickBooks. You can import jobs on one by one basis using the 'New Account in Commit Based on QuickBooks' menu option.