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Import Data screen

Modified: 7 Jun 2026 Viewpoint Estimating Data Imports Administration Help

Use the Import Data screen to import customer and vendor data from QuickBooks .

Note: To open the Import Data screen, click Administration > Utilities > Import > Import Data in the All Tasks pane.
To import customer or vendor data from an Excel or TSV file, use the Import Setup Data screen.
Note: Some of the import types listed in the Import Data screen pertain only to another application and are not actually available in Viewpoint Estimating.
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