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:

o Field 1 Customer ID

o 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.

o C:\customer.csv

o C:\vendor.csv

o 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