Importing Customers

To import Customers from Quickbooks press Import when the following screen is shown:

Farriers Manager will now connect to Quickbooks and after a short delay present you with a list of your Customers that are held in Quickbooks.

A message regards selecting Customers to import is shown once the information has been retrieved:

You can now check any customer of your choice that you want added to Farriers Manager. You can also right click in the list and select TagAll to retrieve all customers for example or use any of the other choices available.

Note: The button to perform the Import will be enabled once one or more customers have been selected.

Once you select Add Customers the process will start and after a short delay you will be told the process has been completed successfully. Pressing OK should return you to your Client list where the Customers will have been added to your Client list.

Note: This process will also identify any existing clients and if they match with the Quickbooks Customer record, will update any contact details accordingly.