Importing from QuickBooks

You may choose to import QuickBooks customers/vendors into CommitCRM Accounts.

It is recommended to read the Commit-QuickBooks user manual before starting to work with the Commit-QuickBooks Link. In this manual you can find initial setup instructions for the Commit-QuickBooks Link as well as how to synchronize information between Commit and QuickBooks.

However, if you are already familiar with the initial settings for the Commit-QuickBooks link, the following setup steps is essential when importing customers/vendors from QuickBooks into Commit Accounts.

Setup Notes

1. It is recommended to perform a FULL BACKUP of Commit and QuickBooks before starting using the Commit-QuickBooks Link.
2. To use the link, the Intuit API should be installed (The QB setup wizard will ask you for this if required).
3. Log-in to QuickBooks with the correct company file (must have the same exact path as the company file used for the Commit-QuickBooks link) and as a QuickBooks Administrator user.
4. Switch to Single User mode in QuickBooks.
5. Leave the QuickBooks window open and then log-in to Commit.
6. In Commit go to Tools > Options > QuickBooks and choose your QuickBooks company file.
7. In QuickBooks, a pop-up window should appear asking you a question regarding allowing Commit permission to use QuickBooks. Please allow Commit to access QuickBooks data.
8. Continue with the Commit setup wizard and start using the QuickBooks link (Please note that when using the link you can import all your customers from QuickBooks to Commit).

Performing the sync
Prior to performing the first sync, make sure to read Before Importing from QuickBooks.
To activate the Commit QuickBooks link, select Tools > Synchronize QuickBooks > Customers/Vendors from the main menu.

Again, it is recommended to read the Commit-QuickBooks user manual before starting to work with the Commit-QuickBooks Link for the first time.

Avoiding Duplicate Accounts with QuickBooks

QuickBooks® customers and Commit Accounts can be synced so that your contact information is unified between the two applications.

If you have already created Accounts in Commit, it is important to prevent the creation of duplicate contact records in the two programs. To prevent duplicate records, you need to create a link between matching records in QuickBooks and Commit.

Commit Accounts and QuickBooks customers can be linked in the Commit Accounts windows. To link the records, select a Commit Account you would like to link, and then search for the QuickBooks Customer which you would like to link to. Confirm the link, and the records will be linked from this point on.

Note: When working with both Commit and QuickBooks, you may need to sync Accounts from both systems. In this case, you should read the How to Avoid Duplicate Accounts section.