Use the Import Data screen to import data from Microsoft Excel, QuickBooks, or ProContractor Daily Field Reports.
Note: To open the Import Data screen, click in the All Tasks pane.
You can import data for the following import types:
| Import Type | Available Import Sources | ||
|---|---|---|---|
| Microsoft Excel | QuickBooks | ProContractor Daily Field Report | |
| Equipment |
 | ||
| Stock Receipts |
| ||
| Work In Progress |
|
| |
| Chart of Accounts |
| ||
| Customers |
| ||
| Employees |
| ||
| Projects |
| ||
| Vendors |
| ||
For instructions on importing data types or file types not listed above, refer to the Import Setup Data and Import Transactions topics.
Note: Importing data is a step in the following setup processes:
- Initial Setup
- Vendor Setup
- Material Setup
- Customer Setup
- Project Setup
- Equipment Setup
- Employee Setup