TRANSFERING DATA FROM PEACHTREE/QUICKBOOKS INTO pc/MRP
15.11.1 Exporting data from Peachtree.
- From the file menu, select Import/Export.
- For the Customer List select: Accounts Payable and Customer List.
- For the Vendor List select: Accounts Receivable and Vendor List.
- Click on the export button
- Click on the layout Tab and select the fields you wish to export. For best results keep a written record of the order and the contents of each field you wish to export. Example:
- Field 1 Customer ID
- Field 2 Customer Name
- Select options and make sure the "Include Headings" box is NOT checked. Write down the name and location of the file to be exported.
- C:\customer.csv
- C:\vendor.csv
- C:\inventory.csv
- Click on the OK button to create the file.
15.11.2 Exporting data from Quickbooks Pro
- From Quickbooks Pro main menu, select Lists
- Select either Items (inventory), Customers or Vendors
- Click on the Report button in the List window
- Select the report you want
- Click the OK button
- Click the excel button
15.11.3 Import the data into pc/MRP.
- Within pc/MRP goto the Data Import Program, Option 40 in the pc/MRP configuration mode. (Select Condiguration, Settings and Utilities, Next, then select option 40.) Importing data into pc/MRP is covered within the manual in section 15.12.1