Importing Items from QuickBooks

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When the Commit QuickBooks Link is in use, you can import items from QuickBooks into Commit or link existing Items in Commit to existing Items in QuickBooks. Changes to Items will then be synchronized between Commit and QuickBooks.

It is recommended to read the QuickBooks user manual before starting to work with the Commit-QuickBooks Link. In this manual you can find initial setup instructions for the Commit-QuickBooks Link, as well as how to synchronize information between Commit and QuickBooks.

 

However, if you are already familiar with the initial settings for the Commit-QuickBooks link, the following will help you to import Items from QuickBooks into Commit Items:

 

1.It is recommended to perform a full BACKUP of Commit before importing Items from QuickBooks.
2.If all your Items 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.
3.In the Items window, go to the QuickBooks drop down toolbar menu and select Import New Records/Update Linked Records from QuickBooks...
4.The import wizard will open and you should select the QuickBooks records you would like to import into Commit. By default, all active Items are imported.
5.Click Finish and the Items will be imported from QuickBooks into Commit.

 

From this point on, you can synchronize changes to Items between Commit and QuickBooks using the Update linked record option in the QuickBooks menu.

 

Again, it is recommended to read the QuickBooks user manual before starting to work with the Commit-QuickBooks Link for the first time.