Import & Export

eReminder QuickBooks Integration provides an easy way to import and export between eReminder and QuickBooks, and it can be used in any version of QuickBooks that supports the import/export feature.

Export

To import data in eReminder to to-dos in QuickBooks, there are two major steps:

A. Export Tasks/Appointments/Contacts from eReminder

Start eReminder.

From the popup menu of TopBar, choose QuickBooks Integration.

Switch to Tasks/Appointments/Contacts view.

Select entries. To select multiple entries, hold down the ctrl or shift keys to select. To select all entries, use Ctrl + A.

From the File menu, choose Export..., or click Export... in the popup menu. Then a dialog of Export to QuickBooks IIF File will be popup, specify the file name.

Click OK to export selected entries to file.

B. Import to QuickBooks

Start QuickBooks.
From the File menu, select Import, IIF Files..., then locate the file exported.
Click Open to open the file, QuickBooks will import the entries inside. If importing is successful, a dialog will show: "Your data has been imported".

Import

To import to-dos/customers in QuickBooks to tasks/appointments/contacts in eReminder, there are two major steps:

A. Export to-dos/customers from QuickBooks

Start QuickBooks.
From the File menu, select Export, Lists to IIF Files..., then check To Do Notes/Customers List in Export dialog.
Click OK, and specify the export file in Export dialog, then click Save. QuickBooks will start to export. If exporting is successful, a dialog will show: "Your data has been exported successfully".

B. Import to Tasks/Appointments/Contacts in eReminder

Start eReminder.

From the popup menu of TopBar, choose QuickBooks Integration.

Switch to Tasks/Appointments/Contact view.

From the File menu, select Import..., then locate the file exported.

Click Open to open the file, eReminder will import the to-dos/customers inside. After import, the result will show in the log view.

Hints:

	Table View integrates a lot of buttons for easy operation, click here to learn them.
	Some version of QuickBooks may have trouble to import IIF file with date formation error. Please update or patch your QuickBooks to fix this error, and make sure you operate importing/exporting in OS with the same region settings

What do you want to do?

	Learn more about table view
	Learn more about eReminder QuickBooks Integration
	Learn more about configuration for QuickBooks
	Learn more about synchronize appointments
	Learn more about synchronize tasks
	Learn more about synchronize contacts
	Learn more about preferences

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