ShopSite Forums

Posted: **Fri Dec 19, 2003 8:37 pm**

I have QBPro 2002 and am running SS6.0 I just recently started playing
with the QB import feature but I have two issues that I cannot seem to
resolve. When importing the orders go into Sales Receipts just fine,
however they do not add a customer record that is complete, it just adds
a name. Additionally, the Credit Card information does not appear to be
importing anywhere. How do I get this to work?

TIA,

Lisa Slavik
www.beautycafe.com

Posted: **Sat Dec 20, 2003 11:21 am**

If the customer information was included for inport into a Customer
record and you already had a Customer of that name in QuickBooks, then
Quickbooks would wipe out any information about that customer that you
already entered in order to replace it with the new information. This is
why this is not done. The information should all be in the sales receipt
or invoice, though.

As far as the cc info goes, I do not believe QuickBooks is currently
capable of importing cc info, it has to be entered manually. They may
just not do it via import for security reasons, I don't know.

-Loren

Lisa Slavik wrote:

I have QBPro 2002 and am running SS6.0 I just recently started playing
with the QB import feature but I have two issues that I cannot seem to
resolve. When importing the orders go into Sales Receipts just fine,
however they do not add a customer record that is complete, it just adds
a name. Additionally, the Credit Card information does not appear to be
importing anywhere. How do I get this to work?

TIA,

Lisa Slavik
www.beautycafe.com

Posted: **Mon Dec 22, 2003 11:33 am**

We tested some data conversion software last year in attempting to import QB
data. The software reversed the first and last name fields of the customer
to avoid having customer data already in QB overwritten (John Smith would be
imported as Smith John in a new record). Basically when you imported the
data you had to see if the customer was already in QB. If so you would
delete the new customer entry. If not, you would manually reverse the first
and last name fields to the correct order.

Norman
1 Ocean Boulevard
http://www.web8.com/ocean

"Loren" <loren_d_c@yahoo.com> wrote in message
news:bs20fh$d57$1@support.shopsite.com...

If the customer information was included for inport into a Customer
record and you already had a Customer of that name in QuickBooks, then
Quickbooks would wipe out any information about that customer that you
already entered in order to replace it with the new information. This is
why this is not done. The information should all be in the sales receipt
or invoice, though.

As far as the cc info goes, I do not believe QuickBooks is currently
capable of importing cc info, it has to be entered manually. They may
just not do it via import for security reasons, I don't know.

-Loren

Lisa Slavik wrote:
I have QBPro 2002 and am running SS6.0 I just recently started playing
with the QB import feature but I have two issues that I cannot seem to
resolve. When importing the orders go into Sales Receipts just fine,
however they do not add a customer record that is complete, it just adds
a name. Additionally, the Credit Card information does not appear to be
importing anywhere. How do I get this to work?

TIA,

Lisa Slavik
www.beautycafe.com

ShopSite Forums

QuickBooks Question

QuickBooks Question

Re: QuickBooks Question

Re: QuickBooks Question