Importing Accounts

To import Accounts from Quickbooks press Import when the following screen is shown:

Equine Vet Manager will now connect to Quickbooks and after a short delay present you with a list of your Accounts that are held in Quickbooks.

A message regards selecting Accounts to import is shown once the information has been retrieved:

You can now check any account of your choice that you want added to Equine Vet Manager. You can also right click in the list and select TagAll to retrieve all customers for example or use any of the other choices available.

Note: The button to perform the Import will be enabled once one or more accounts have been selected.

Once you select Add Accounts the process will start and after a short delay you will be told the process has been completed successfully. Pressing OK should return you to your Account list where the Accounts will have been added to your Account list.

Note: This process will also identify any existing accounts and if they match with the Quickbooks Account record, will update any details accordingly.