Importing Customer List from QuickBooks into Camelot
You must first create an IIF file containing your customer list from QuickBooks, then that is the file you will choose to import the list into Camelot. Follow these steps to do this and import that list into Camelot: 1. Open QuickBooks 2. From the File pull-down menu, choose Export (or in QB 20 ...
- QuickBooks Connection
With Camelot, you can export any order and/or payment information to QuickBooks® automatically. If you are using or plan to use QuickBooks as your accounting software, then you need to be sure a few things are setup properly.First, from the Misc/Setup pull-down menu, choose Company/Misc I ...
- Troubleshooting: Everything I import into QB from Camelot is dated 1980
This is caused in versions of QuickBooks before '99 and is a Y2K glitch. To avoid this problem, you must be sure that the dates that get exported are formatted as a 2-digit year, not a 4-digit year - that is, QB recognizes 00 as the year 2000, but not 2000. To do this, in Camelot, go to the Mis ...
- Troubleshooting: I can't see the invoices that have been imported into QuickBooks from Camelot
Different versions of QuickBooks treat imported invoices differently, but no matter which version you have, you can see your invoices on the Sales By Customer Detail report when you choose to list all in the appropriate date range. You can then open the individual invoice by double-clicking on ...
- Troubleshooting: I'm getting "can't record invalid transaction" errors in QuickBooks when doing the import.
A common cause of this error is when you are using account numbers instead of account name descriptions for any of your accounts in the QB setup in Camelot. Be sure you have text descriptions for your accounts instead of numbers. Also, newer versions of QB do not like for your sales tax account ...
- Troubleshooting: New Items in QuickBooks after importing IIF file
When setting up your service/product list in Camelot, if you plan to use the QuickBooks connection, you need to properly indicate the item name you want to be sent to QuickBooks when exporting your invoices. This is done on the Service/Product setup screen when entering/editing a particular ser ...
- Troubleshooting: QuickBooks says "Error on line ..." while doing the import
You probably have your preferences in QuickBooks set that you do charge sales tax. Therefore, your QuickBooks options in Camelot need to be set that way as well. From the Misc/Setup pull-down menu in Camelot, choose Company/Misc Info, and go to the QuickBooks tab. There, under Tax 1, be sure ...
- Troubleshooting: The payments I have entered are not being applied to the invoices they go with
Unfortunately, QuickBooks cannot automatically apply the payment with the invoice in the import operation. Even though the payments are imported, they are just listed and still need to be received, applied, and deposited. So, to apply your payments to your invoices after importing, go to the ...
- Troubleshooting: Why is there a number in parenthesis after the customer names when I do an import into QuickBooks?
In QuickBooks, the customer name field is the basically the unique identifier for the customer. Therefore, Camelot can add a unique customer number to the end of the name, so that customer name is assured of being unique when it goes to QuickBooks. This is an option on the QuickBooks tab of the ...
- Troubleshooting: You cannot associate an item with Sales Tax Payable...
In more recent versions of QuickBooks, it does not like your sales tax account to be named "Sales Tax Payable". You need to change your sales tax account to just be "Sales Tax" on the Company Setup screen's QuickBooks tab in Camelot.
- When trying to import my customer list from QuickBooks into Camelot, what file do I choose to import?
To get your customer list from QuickBooks into Camelot, you must first create an IIF file containing your customer list from QuickBooks, then that is the file you will choose to import the list into Camelot. Follow these steps to do this and import that list into Camelot: 1. Open QuickBooks ...
