*Note: You must be logged into QuickBooks as Admin and be logged in using single-user mode.
- Open QuickBooks.
- Select File, Utilities, Import, IIF files. Locate the saved export and select.
- Your import will take place.
- View the imported journal entries by selecting Company, Make General Journal Entries.
Login to QuickBooks as Admin
The QuickBooks administrator is the person who sets up the company file and assigns passwords and access privileges to other users. The QuickBooks administrator has unlimited access to all areas of QuickBooks.
If you have an administrator set up, it appears in the User List as either Admin or User Name (admin). To view the User List, go to the Company menu, click Set up Users and Passwords, and then click Setup Users.
If you have not created users and roles in your company file, you are logged in as the Admin user by default.
Single-user mode
QuickBooks must be in single-user mode in order to import. This is to prevent other users from accessing data as it is being imported. To place QuickBooks in single-user mode, if other people are working with the company file, ask them either to close the file or exit QuickBooks. Then go to the File menu and click Switch To Single-User Mode.
Import Tips
Prior to importing, make sure to run a ChamberMaster Member Update Activity report that is filtered by Member Name to see if any customer name changes have been done since your last export. If the customer name in QuickBooks is different than the member name in ChamberMaster, a new QuickBooks Customer is created. If an account or customer doesn’t exist, a new account or customer is created.
And if you change your chart of accounts in QuickBooks, also change the account name in ChamberMaster.
Note
ChamberMaster will be the place for viewing and reprinting member transactions. QuickBooks is just recording a journal entry and doesn’t actually contain the invoice or payment.
Open Invoices
Customer and Receivable reports may all be run in ChamberMaster if desired. However, if you will be relying on the QuickBooks open invoice report in addition to the ChamberMaster Open Invoices report, make sure to apply the general journal entry payments to the appropriate customer balance amount (invoice or general journal entry amount). See “Apply Payments to Open Amounts in QuickBooks”.
Click here for more information about Applying Payments in QuickBooks.
