How to use the Utilities

This utilities allow you to import and export information using a simple dual mode window. The information accessed will depend on what area you are in at the time. So if you are viewing Clients and press the Quickbooks button you will be taken to the Customer Utility.

The utility provides the means of importing or exporting in one screen. Importing means retrieving information FROM Quickbooks. Exporting means sending information TO Quickbooks.

If you wish to Export information TO Quickbooks then you have to tell the utility what records you want to send. Using the Customer as an example, you will be in the View Client screen.

Note how there are check boxes to the left of the name. To export the names simply check each one. To remove the check box simply check again as it acts as a toggle switch. HINT: To select ALL names right click in the client list and select TagAll. Other options exist with the right click.

Depending on whether any records have been selected will depend on what options are available to you within the utility itself.