It is important to make a consolidated list of all Customers. A system dialog will appear where you can give the file a name and determine where the file will be saved. On the prompt that appears, select 'Create a comma separated values (.csv) file' and then click 'Export'. On this report, click on the 'Excel' menu at the top of the window and choose 'Create New Worksheet'. Find the 'Customer Contact List' report, select the desired date range, and click 'Run'. The first List will be labeled 'Customer'. A listing of all report lists will be displayed. Navigate to 'Reports' in the left navigation and click 'List'. Follow the instructions below to help prepare a successful file for import.Äownload Customer List from QuickBooks Desktop When importing a Customer List, it is important to consolidate and update the list before importing into R365. If you use QuickBooks Desktop and are now setting up Restaurant365, moving your Customer List over is easy.
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