RB User Guide > Tools > QuickBooks Integrator

Importing entities into QuickBooks

RB9 only

Instead of entering contacts (customers in QuickBooks) and resources (vendors in QuickBooks) into both RB9 and QuickBooks, enter them once in RB9, then use QuickBooks Integrator to copy them into QuickBooks.

1. Launch your QuickBooks and have the right company file open.
2. Tools > QuickBooks Integrator
3. In the Search By pane, specify the following filters:

• QuickBooks Data

  Default is Customers. Select Customers to import RB9 contacts or Vendors to import RB9 resources in the drop-down.

• *Entered Date From/*Entered Date To

  Required. Default is today. Enter a date range.
4. Click . RB9 lists all of the entities that meet the search criteria.
5. Check the box in the header to select all of the entities displayed or check individual boxes to select specific entities.
6. Choose Import to QuickBooks.

IMPORTANT: Always open QuickBooks & company file before importing

Having QuickBooks and/or the company file closed when you attempt to connect will drastically increase the amount of time taken when importing data to QuickBooks(over 300%). It can also cause errors.

It is possible to connect with these closed, however all requests to the company file must first go through QuickBooks, which means QuickBooks must be launched in the background for each query.  It will always be fastest to connect with QuickBooks already running.

Reference

• QuickBooks preferences

Step-by-step instructions

• Preparing to use QuickBooks Desktop with RB9
• Importing invoices into QuickBooks
• Importing payments into QuickBooks
• Importing credits & journal entries into QuickBooks
• Importing resource payroll checks into QuickBooks
• Troubleshooting QuickBooks Integrator