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16.4 Import from QuickBooks

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16.4.1 The link to QuickBooks is a direct one, where Latitude reads the Customers data directly from QuickBooks. To do this, Latitude and QuickBooks must be accessible on the same workstation or terminal for users who want to use the Accounting Link.

 

16.4.2 Import Customers into Latitude:

 

1) Open QuickBooks, Login as User with Administrator rights

2) Open Latitude

3) On the Home screen, click "Finance" and select "Accounting Link"

4) In the "Group" list, select "Link QuickBooks".

5) In the "Name" list, select "QuickBooks - Import Customers (Clients and Contacts) from QuickBooks v..." (Select the appropriate version number)

6) Press the "Preview" button. (or you can double-click the Report Name)

7) During the import, QuickBooks you will be prompted to give the Latitude Accounting Link

permission to access your QuickBooks data. Select the "Yes" option and click "OK "

8) Imported Customers are listed on the report

9) Close the report.

 

16.4.3 The following Rules are used by Latitude during the import to handle often incomplete QuickBooks data:

 

If First Name or Last Name exist, but not Company Name, the customer is imported as an individual, otherwise it is imported as a company.

 

If First Name & Last Name are blank, but Address Contact exists, a Latitude Contact is created with the last part of their name assumed to be their Surname & the rest is their Given Name such as "John Robert Smith" will be split into Given Name "John Robert" and Surname "Smith".

 

Alt. Contact is imported as a second Latitude contact.

 

Blank lines in addresses are removed.

 

If the first line of the address is identical to Name or Company Name, the first line containing this duplicated Name/Company Name not imported. If it is not identical, it is imported as part of the address.