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
2. From the File pull-down menu, choose Export (or in QB 2000 or higher it will be File > Utilities > Export)
3. Check only the Customer List box and click OK
4. In the Save In drop-down box at the top of the next screen, choose your C: drive
5. In the File Name box put "CUSTLIST.IIF" and click OK, or Save.
6. Now you will have successfully created the IIF file that contains your QuickBooks customer list.
7. Now to import that file into Camelot, from the Tools pull-down menu in Camelot, choose Upgrade From > QuickBooks.
8. Click Next, and in the Import From box, click the file folder button to browse and choose the CUSTLIST.IIF file you just created (in Look In box, choose C: drive, and you should see the CUSTLIST.IIF file listed in the window, and double-click on it)
9. Now back in the Import From box, you will see the path to the file you just chose. If it happens to have quotation marks (") at the beginning and end, remove those, then click the Next button
10. Now click the Finish button and your customer list will be imported.
If you have successfully created the CUSTLIST.IIF file that contains your customer list, and you are choosing that file to import, then you probably just need to remove the quotation marks from the beginning and end of the file path on the import screen, and then you will be able to click Next.
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