Importing Customers from QUICKBOOKS is considered a one-time startup process, which will over-write your existing customer data in SWORD.
|•||First export your customers from QuickBooks to your desktop or into a common folder as Customers.IIF.|
|•||Go to the Company Setup.. options in SWORD.|
|•||Open the Company Default window|
|•||Select the File Paths Tab.|
|•||Verify the location of the CUSTOMERS.IIF file that should be imported.|
|•||Navigate and save the path for CUSTOMERS.IIF if necessary.|
|•||Close the FILESPEC window and return to the Company Default window, which appears below.|
Select the IMPORT OPTIONS TAB.
Select the QB CUSTOMER button and then click on the TEXT option.