You are now ready to synchronize your customers between ESC and QuickBooks. If you have no customers at all in ESC, you will be presented with a screen that will allow you to import all customers into ESC from QuickBooks.
First, it will ask you if you would like to import Jobs from QuickBooks. You will have four options for importing Jobs into ESC from QuickBooks:
- Do not import jobs from QuickBooks
- Import jobs entered into QuickBooks as jobs in ESC
- Import jobs entered into QuickBooks as customer address locations in ESC
- Import jobs entered into QuickBooks as address locations AND jobs in ESC
QuickBooks does not have any form of location tracking. Creating jobs in QuickBooks is for Job Costing and tracking features. If you are using Jobs in QuickBooks to break down individual locations owned by a single customer, then you will want to import these as Locations in ESC or as Locations and Jobs in ESC.
Next, you will need to select a few customer defaults: Tax Code, Terms, Labor Rate and Trip Charge. If a customer has a Tax Code or set of Terms assigned to them in QuickBooks that is different from the default you choose, they will maintain the settings assigned to them by QuickBooks when imported. Once you have selected your settings, click Next. The wizard will now import customers from QuickBooks to ESC.
If you are starting out with a new QuickBooks database and have no customers entered in that database, the Connection Wizard will detect this and provide you with the option to Export all existing customers in ESC to your QuickBooks database. If you wish to do so, simply click the Export button.
If the QuickBooks Connection Wizard senses customers in both programs, it will provide you with two columns: a column on the left for ESC customers and a column on the right for QuickBooks customers. These columns should look familiar, as they function the same way as in previous screens. You may highlight a customer in both columns and click the Match button to link them together, or you may highlight a customer in just one column and then click the Add Selected... button at the bottom of that column to add that customer to the opposite program.
Once all customers in one column have been matched, an Add All button will appear under the other column. Clicking Add All will push all remaining customers from one program into the other program.
Note: Having customers in ESC that are not matched or added to QuickBooks may result in duplicate customers appearing in QuickBooks when those customers are edited in ESC.
Once all customers have been matched or added between ESC and QuickBooks, you may click Next to proceed to the next step.