Wednesday, March 25, 2009

Systematically modify QuickBooks customer information with QImport4

Assume that you have a file with new or changed customer information like email address, billing address etc.
With QImport4 you can modify this information in QuickBooks as follows:
  1. Choose a new QImport4 template.
  2. Select modify a action and scroll down to customer.
  3. Load the above mentioned file as import file.
  4. Drag & Drop your customer name from the import to CustomerMod/ListID.

  5. Drag & Drop the remaining fields like email address, title etc.
  6. Generate the template and close the dialog.
  7. From the dashboard process the template.
  8. View the log file for possible conflicts.

Easy isn't it ? Checkout QImport4 at http://www.addqin.com/


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