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 15.11.1

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
• If an item is a service type item and its expense account is not empty (shows up under COGSACCNT in iif file) pc/MRP will import the service item as outside labor otherwise it will import it as inside labor.

15.10.3 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