Transferring
Data from Peachtree or QuickBooks into pc/MRP
15.10.1 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.
15.10.2 Exporting data from QuickBooks
- From QuickBooks main menu,
select File, Utilities, and Export
- Select the list to be
exported: Item (inventory), customer, or vendor
- Export the list as an IIF
file
- Open the IIF file with MS
Excel
- Delete the following rows:
!HDR, HDR, !CUSTITEMDICT, !ENDCUSTITEMDICT, CUSTITEMDICT, and
ENDCUSTITEMDICT.
- Remove any ! from the
header row.
- Automatically set the
column widths by pressing CTRL-A to select the entire XLS, and select
format, column, and auto fit. This will widen column C (refnum, partno)
and column F (desc, descript)
- Set the Name and DESC
columns to text by selecting the entire column, right click, select Format
Cells, and Text. Repeat this for both columns.
- Delete the non-inventory
item rows, like sales tax
- Save the file as a dBaseIII
file
- Select File
- Save As
- Enter the file name as
QBITEM.DBF
- Select the Save As Type,
DBF3(dBaseIII)(*.dbf)
15.10.3 Import the data
into pc/MRP.
Within pc/MRP go to the Data
Import Program, Option 40 in the pc/MRP configuration mode. (Select
Configuration, Settings and Utilities, Next, then select option 40.) Importing
data into pc/MRP is covered within the manual in section 15.12.1