Quickbooks Conversion

This wizard allows you to convert your Quickbooks® data directly in for use in ManageMore. A wizard style setup is used to facilitate the transfer of your data by taking you stepwise through the individual processes and inquiring as to which manner you wanted your data imported.

To access the Quickbooks® Conversion Wizard, click on File, Import Database, Quickbooks Software. Then contact ManageMore technical support for more information on how to proceed.

This window contains the filename you selected for conversion into ManageMore. You are also asked to select a conversion type. You may choose from the following:

Full Conversion

All of the data found in the Quickbooks file will be converted over and will replace any data already in ManageMore.

Custom Conversion

All of the data found in the Quickbooks tables you select will be converted over and will replace any data found in the corresponding tables in ManageMore. Any other data will be removed from ManageMore.

Append Data

All of the data found in the Quickbooks tables you select will be added onto the end of the corresponding tables in ManageMore. No data will be erased or removed from ManageMore if this process is used.

This window shows you the tables of data found in Quickbooks that the wizard can convert into ManageMore for you. Those tables that are checked on will be converted into your data in accordance with the choice of conversion made prior. Note that turning on or off certain tables will make other tables turn off automatically or disable your ability to turn other tables on or off. Some tables cannot be turned on or off depending on your choice of conversion.

This window will not be visible during a full conversion.

This window shows any problems in data that would need to be attended to prior to conversion into ManageMore. This lists contains suggestions only, you may continue onward from this screen at anytime by clicking Next.

Denotes a quick explanation of the problem that was encountered with the related table.

Shows the exact problem with the data that will be dealt with during the wizard process. Also shows what ManageMore will do with the data if no action is taken.

Shows the best way to resolve the issue without having ManageMore automatically do so.

Once you have reviewed the data issues, click Next to continue, or Cancel to stop the process so that you may take care of the issues described manually.

This window allows you to determine what account numbers are used in the data you are importing. Note that this window will only show if you select to import customers, or choose to make a full conversion.

Select the method by which account numbers are chosen for imported data. You can choose to either have ManageMore create a unique sequential number you define or to use the account number defined in the Quickbooks data. If you choose to use the imported account number and one does not exist for a given record, ManageMore will create one for you from the next sequential account number.

Enter the first account number to be used when importing customer records and an account identifier is needed as defined previously.

Check this setting and ManageMore will automatically add a MOD10 check digit to the end of the account number when a customer number is used during the import process. This will allow only one in ten numbers to be used, therefore reducing the chance that an incorrect account number will inadvertently be typed.

This window allows you to determine what SKU item number you want to use for inventory items you are importing. Note that this window will only show if you select to import inventory, or choose to make a full conversion.

Select how ManageMore should determine the SKU item number for items being imported. Choose from:

for each SKU Item

Choose this option to have ManageMore use the next highest number when creating a new item number

Quickbooks Item Name

Choose this option to use the first 16 characters of the item name found in the Quickbooks Inventory item.

Item Name

Choose this option to use the first character of each word in the Quickbooks Inventory item.

Enter the first number to be used in the sequence of numbers from which the SKU number will be derived.

Check this setting and ManageMore will automatically add a MOD10 check digit to the end of the SKU number when an inventory number is used during the import process. This will allow only one in ten numbers to be used, therefore reducing the chance that an incorrect SKU number will inadvertently be typed.

This window allows you to determine what vendor ID number you want to use for vendor records you are importing. Note that this window will only show if you select to import vendors, or choose to make a full conversion.

Select how ManageMore should determine the ID for the vendor being imported. Choose from:

Vendor Name

Choose this option to use the first letter of each word in the name of the vendor.

Quickbooks Vendor Name

Choose this option to use the first ten characters of the vendor's name. If the vendor's name is less than ten characters, then only those characters will be used.

This last window allows you the chance to complete or cancel the process. If you decide to continue, make certain all users are out of ManageMore before clicking the Finish button.

Q01.	I don't see my question here. Where else can I get information?

A01.	Visit our website's Technical Support section.



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