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Importing

hdc
New Member
Posts: 4
Country: USA

Importing

How can I import updated customer lists from Quickbooks without overriding what is currently in Sage ACT! Pro?

Bronze Contributor
Posts: 1,394
Country: USA

Re: Importing

Hi hdc and welcome to the ACT Community Forum.

 

Importing contact information will not overwrite what you already have.

 

It is easiest to import from an Excel sheet if you can get the data out of Quickbooks in either CSV or Excel.  Then you will map the columns and import the informtion.  Click here for an ACT article on importing.

 

I hope this helps.

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit