Quickbooks Customer Manager & Windows10?

Hi there, Hangar.

QuickBooks Customer Manager is an old product that is already discontinued. It's not tested on a Windows 10 environment so we can't guarantee its compatibility with newer OS versions. 

You might also want to visit the Intuit MarketPlace and check other non-sales type customer management applications. You can access the website from here: https://desktop.apps.com/home.

Visit us again in the Community if you have other questions. 

Or maybe QuickBooks should bring this product back?  I think this product had a lot of promise & I still want to use mine but of course, QuickBooks won't help me with a license activation anymore now that I had to move it to a new computer.  I should still be able to use it but I can't without the license!!!!  After all, I AM the one who purchased it!!!  

This frustrates me so much!!

I agree.. I relied on Customer Manager for years with my small contracting business to keep details on all my clients and how they were connected by referral and to contact for maintenance followup.  Spent so much time entering data over the years.  When I upgraded computers several years ago I had to abandon because there was no replacement software available.  I've saved the old computer in case a product is introduced that will work for me so I can transfer all the data. Still waiting and still frustrated.  

i need help with my customer manager, i accidently hit the undo last sync, and lost TONS of data, do you know how i can get it back. if i  hit the undo last sync again will it go backs to what i had? any help will be greatly appreciated i been in tears all day over this. you can email me at [email address removed] or you can call me at [removed].  THANKS 

I know this is a long shot. I am trying to help a family member who still runs Customer Manager. Somehow they were able to successfully get it running on Windows 10 too. However, they need a new computer so its up to me to figure this out. They are a licensed user for QuickBooks 2020 Desktop. Is there any solution for getting the data from Customer Manager into QB? Thanks!

WC

Hello, wchomak.

I can help you find a way to get the data from QuickBooks Customer Manager into QuickBooks Desktop. 

You can browse for a third-party application that can export the Customer Manager data into QuickBook Desktop. 

Start by browsing for apps in our Desktop App Center: https://desktop.apps.com/home.

You can also browse for a third-party service in the internet. In Google, use keywords such as "QuickBooks Customer Manager exporter app" or "Export data from QuickBooks Customer Manager." 

After getting the data, you can start importing it to QuickBooks Desktop. This article has all the details you need about the process: Import and export data in QuickBooks Desktop.

When you're ready to work on other areas in QuickBooks Desktop, feel free to browse our articles if you need assistance. Our help content has guides on recording transactions, managing your customers and vendors, and running reports. 

Visit the Community space again if you have more questions for QuickBooks Desktop. I still welcome any other concerns you might have about handling customer data. 

SEMLER TO CUSTUMER MENEGER QB V 2.0 2006 FOR THREE CMPIUTERS IN HOME NETWORK WINDOS 10 EMAIL [email address removed]

Hello there. @JERRY9433

The support and use of the QuickBooks Customer Manager was already discontinued. However, you'd want to use a third-party application that can export the Customer Manager data into QuickBooks Desktop. You can start by browsing for apps in our Desktop App Center: https://desktop.apps.com/home.

Once you have accessed your information, you can import your data using it to QuickBooks. You can check this article about the process: Import and export data in QuickBooks Desktop.

Get me back to us here if you have other questions or concerns. I'm more than happy to help. Have a good day!

It works fine In Windows 10. It's regretable that Intuit discontinued support and provided no means of exporting the data. For a small client about 10 years ago I created a process to export the data into an in-house CRM system. The process is not straightforward and requires a hack of sort. If any one is interested in getting off Quickbooks Customer Manager kindly reply to this post. If you need help reinstalling the software I can also help with that. I strongly advise moving off QCM. I've done migrations to Zoho CRM and Method Me. But mostly I provided you with all the data from QCM and you can migrate to whichever application you chose.

Hi could you tell me how you exported the data from quickbooks customer manager?

I wrote a program using some old dll libraries and dumped the data. I then wrote another program to read thru the dump and organize the data into records and the rebuild a database. 

Could you please outline more about the steps required by you in order to do so?

This is literally something that takes at least takes me a day and a half to do. For that reason I provide the service for a cost. I am considerate of the cost if your a small client. However I get a lot of big clients that never upgraded and have been running on QuickBooks Customer Manager for 12 years. Beyond the data export I have to do a lot of data cleanup. And it would be unwise of me to share executables with others, others not knowing what that executable is going to do. You can visit the web site a get an idea of what I do https://customermanagerexport.com/services. 

REALLY!? That's your answer to people who buy your software and STILL want to use it much later on!?  AT LEAST provide the file name/location that the Database info is on!  Then perhaps instructions on what directory or where to copy or input it too!?  Geeezzzz... what a cop out.   "Your on your own."  "buy/get a 3rd party program" ... what bs!

I need help reinstalling Quickbooks Customer Manager. I was running it on Windows 10 until last week when my (very) old computer just stopped working. I removed the drive from the dead machine and put it in an external enclosure and I can read all the files when it’s connected to my Dell XPS laptop (also running Windows 10). I have the original QCM CD and license codes, but it won’t install; a message says it won’t install until I close Outlook (which isn’t open). I have Microsoft Office installed, but not Outlook. I’ve closed everything I can see open in Office that I can find in task Manager. It seems like it should work if I just knew the magic keystrokes. 

Can you help?

It's my priority to ensure you can reinstall Quickbooks Customer Manager, @aspagal.

QuickBooks Customer Manager is an old product that has been discontinued. This could be the possible reason why there is an error when reinstalling due to incompatibility also.

You can try restarting your computer and reinstall your QuickBooks Customer Manager.

I'm also sharing this link to help manage data in QuickBooks Desktop. This article has all the details you need about the process: Import and export data in QuickBooks Desktop.

Keep me posted if you have further concerns with reinstalling QuickBooks Customer Manager. I'll be around to help. Stay safe!

You do know I don't work for Intuit. Its their fault they never followed thru with an export capabilities. Now regarding a file there is the .QCM which is the database.Its a Watcom database so you need Watcom drivers. Now if I had the password to the admin account I would be able to create a ODBC connection and viola I have access to the database. This is not the case. I use an old C libraries and reconstruct the data in the files and rebuild the database schema then run another process to parse the file and load the data. So there is no easy way out for users of this product. I hope this helps.

To Aspaga

Do you have both the Key Code and Registration? I also have a sheet with detail instructions on the install. Goto my site www.exportcustomermanager.com and send me a message. This will give me your email and I will send you a link with pdf that you can follow.

Do you have both the Key Code and Registration? I also have a sheet with detail instructions on the install. Goto my site www.exportcustomermanager.com and send me a message. This will give me your email and I will send you a link with pdf that you can follow.

Thank you for responding. I sent a detailed message to you on your website. Yes I have the codes!

My last last "rant" was directed at QB so-called moderators... not at JossB.

How about giving knowledgeable directions and instructions!?!  ALL the QB Team in this forum has done was to say...

It's not supported, but oh we can help you!  Search on this ... read through these ...   lmao!!!  How about y'all LEARN the program or actually how to resolve problems, not simply direct others to do it themselves.  If you can't do your job, then quit !

Seems all that the QB Team or Moderators can do is to tell others... "search for this.  Read through these articles" ... REALLY !?!?   We understand it is not a "supported product" anymore.  But, if you don't know how to do your job (actually KNOW how to manipulate the dll's or inter-database, to actually help us out, then QUIT and get someone in there that actually knows the program or that can actually help others.  Not just give bogus directions to way out there "theory's" for help.  (sigh)