SuperManager User Forum

Main Category => FAQ => Topic started by: David Johns on May 15, 2007, 04:16:18 AM

Title: Can I Import My QuickBooks Vender List into SuperManager?
Post by: David Johns on May 15, 2007, 04:16:18 AM
The QuickBooks Vendor List can be imported into SuperManager using the following steps.  These steps were generated for QuickBooks Premeir 2007, although they are probably similar for other versions.

1. In QuickBooks go to the "Vendor Center" either using a toolbar button or "Vendors" | "Vendor Center" from the menu.
2. Click on the "Excel" dropdown and choose "Export Vendor List..."
3. Choose "comma separated values" as the format and click "Export"
4. Download the following file: http://www.thesupermanager.com/download/smx/quickbooks_vendors.smx
5. In SuperManager go to "View" | "Program Settings" and click "Import SMX..." and choose the file you just downloaded.
6. Press the "Save Settings Now..." button and close the program settings.
7. Choose "File" | "Import" | "QuickBooks Vendor List" and select the file you exported from QuickBooks.

The addresses may need to be re-evaluated after you import the vendors as QuickBooks and SuperManager save addresses a bit differently.  To get this to occur you will need to press the "Address" button while viewing each address.  This will cause SuperManager to separate each address out into Address1, Address2, City, State and Zip.