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Helcim Commerce » Integrations » QuickBooks » QuickBooks Desktop » Importing »

Importing Customers from QuickBooks Desktop

  1. Export .iif file of products from QuickBooks Desktop (Tutorial: https://community.intuit.com/articles/1437417-export-or-import-iif-files)
  2. Login to your Helcim Account
  3. Click on Helcim Commerce
  4. Click on Customers in the left menu
  5. Under Customers, click Import/Export
  6. Click Import from QuickBooks Desktop
  7. Select the .iif file you Exported in Step #1
  8. Click Upload File (Green = new customer; Yellow = update existing customer; Red = an issue needs to be resolved before the customer can be imported)
  9. Click Confirm & Import