Use this screen to import Customer and Vendor information from QuickBooks.
General Tab
Use the General tab to see an overview of the import. Each time you return to the General tab from one of the other tabs, the application prompts you to validate all external data.
| Field | Description |
|---|---|
| Import Type | Displays multiple import types. Note: Only the Customer and Vendor import types are available in Viewpoint Estimating. |
| Import From | The source for the Customer and Vendor import types, that is, QuickBooks. |
| Company | Click  to select to the QuickBooks company containing the data you want to import. |
| Allow Duplicate Name |
Select to allow importing records with duplicate names without warning prompts. Clear this checkbox to receive warnings for duplicate record names. You can still opt to allow them using the Allow Dup. Name checkbox for each record on the tab for the specific import type. |
| Number of Valid Records | Displays the number of records for the import type to be imported when you select the Ready for Import checkbox and click Import. |
| Number of Invalid Records | Displays the number of records which have failed one or more validation checks. For details, click the tab for the import type and double-click on the invalid record. |
| Ready for Import | Enabled if there is at least one valid record for that import type. Select the checkbox and click Import to import all valid records for the import. |
| Clear | Click to clear external data for the import type. Any changes you have made to the external data will be lost. |
Vendor Tab and Customer Tab
Shows the external vendor and customer data from QuickBooks as it will be imported. Use each tab to review the data and edit it, as needed.