Transferring
Data from Peachtree or QuickBooks into pc/MRP
15.10.1 Exporting data from Peachtree into
pc/MRP
- 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
- 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
15.10.2 Exporting parts from QuickBooks
into pc/MRP
- From QuickBooks main menu,
select File, Utilities, and Export
- Select the list to be
exported: Item (inventory)
- Name the file QbParts.iif
- Start pc/MRP
- Select “Configuration”,
“Settings and Utilities”, “Option 40”
- Select Part Master as the
pc/MRP file to receive the data
- Select QuickBooks (iif) as
import file type
- Click the Locate button to
locate the QbParts.iif file
- Click the OK button
- Click the Autosync button
and select Append Records to Database
- Click the Begin button
15.10.2 Exporting customers and vendors
from QuickBooks into pc/MRP
- From QuickBooks main menu,
select File, Utilities, and Export
- Select both the customer
and vendor list
- Name the file QbVenCus.iif
- Start pc/MRP
- Select “Configuration”,
“Settings and Utilities”, “Option 40”
- Select Address Book as the
pc/MRP file to receive the data
- Select QuickBooks (iif) as
import file type
- Click on the Locate button
to locate the QbVenCus.iif file
- Click the OK button
- Click the Autosync button
and Append Records to Database
Click the Begin button