Step 4: Importing data from QuickBooks

The final step to integrating QuickBooks into the iPoint process is to populate your customer, vendor, and Items lists. If you are setting up QuickBooks for the first time, or are bringing these lists from another piece of software, you can skip this step.

However, if you have been using QuickBooks to track business prior to installing iPoint, the fastest way to import your data is by syncing it directly from your QB file. Let’s look at each of these processes on their own.

Customers

  1. Make sure that your QuickBooks file is open on the same computer you are using iPoint.
  2. Ensure that old or inactive customers are marked inactive in QuickBooks. iPoint will only import active customers.
  3. In iPoint, go to Settings > QuickBooks > Customers (tab)
  4. Click the blue Get Contacts from QuickBooks button
  5. iPoint will begin pulling your customer records from QuickBooks and place them in a temporary holding space. Keep in mind this may take awhile, depending on the size of your customer list in QB.
  6. Once complete, you will be presented with a screen showing all the customers imported.
  7. Select the customers you want to pull into the permanent iPoint database. The easiest way is to click the Select All button at the top of the screen and then click the Import Selected QuickBooks Contacts button at the bottom of the page.
  8. Alternatively, you can go through every contact and place a check in the Select for import column on every customer you want to be imported into iPoint.

Vendors

  1. Make sure that your QuickBooks file is open on the same computer you are using iPoint.
  2. Ensure that old or inactive vendors are marked inactive in QuickBooks. iPoint will only import active vendors.
  3. In iPoint, go to Settings > QuickBooks > Vendors (tab)
  4. Click the blue Get Vendors from QuickBooks button
  5. iPoint will begin pulling your vendor records from QuickBooks and place them in a temporary holding space. This may take some time depending on the size of your vendor list in QB.
  6. Once complete, you will be presented with a screen showing all the vendors imported.
  7. Select the vendors you want to pull into the permanent iPoint database by placing a checkmark in the Select for import column.
  8. Notice: You only need to pull in vendors where you buy products you sell to your customers. You don’t need utilities, restaurants, or other business vendors in the iPoint database. Those payable transactions will continue to be made in QuickBooks. iPoint only needs the vendors where you will be issuing Purchase Orders for products associated with iPoint jobs.
  9. Click the Import Selected QuickBooks Vendors button at the bottom of the page.

Items

  1. Make sure that your QuickBooks file is open on the same computer you are using iPoint.
  2. Ensure that old or discontinued items are marked inactive in QuickBooks. iPoint will only import active items.
  3. In iPoint, go to Settings > QuickBooks > Items (tab)
  4. Click the blue Sync Items button
  5. iPoint will begin pulling your item records from QuickBooks and place them in a temporary holding space. This may take some time depending on the size of your vendor list in QB.
  6. Once complete, you will be presented with a screen showing all the items imported.
  7. Select the items you want to pull into the permanent iPoint database by placing a checkmark in the Select column.
  8. Alternatively, you can click the Select All Items button at the bottom of the page.
  9. Click the Import Selected Items From QuickBooks button at the bottom of the page.

Training Video

Last modified: 4 Oct 2019

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