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Jennifer24CAG
Level 1

Import customer history into point of sale from quickbooks pro

How can I import customer history into point of sale from quickbooks pro?

3 Comments
ZackE
QuickBooks Team

Import customer history into point of sale from quickbooks pro

Hello, and welcome to the Community, Jennifer24CAG.
 

The first step in importing customer data from QuickBooks Desktop to Point of Sale is exporting the information from your company file. You can export customer lists into an Excel spreadsheet and then import that file to your POS system. 
 

I'll guide you through how client data is exported from QBDT Pro:
1. Access the Customer/Vendor/Payroll center.
2. Choose the Excel drop-down menu and pick one of the displayed options.

  • Export Customer/Vendor/Employee list - This is used to export customer data such as names, balances and contact details.
  • Export Transactions - You can export transactions (either by names or transaction types) with this option.

3. An Export window will display, elect to create a new worksheet or update an existing worksheet.
4. Select the Export button. MS Excel will be run by QuickBooks where the info can be edited if necessary.
 

Now you'll have a copy of your customer records which can be imported into Point of Sale. You can follow the steps in our import and export overview article to get your spreadsheet details entered.
 

Here's a few resources that may come in handy:


Please don't hesitate to reach out if you have any other questions, I'll be here to help. Have a great weekend!

Zed Axis
Level 3

Import customer history into point of sale from quickbooks pro

Hi @Jennifer24CAG 

 

You can import the Customer record details from QuickBooks Pro into QuickBooks Point of Sales using the process described above but QuickBooks Point of Sale does not support importing transaction data in the User Interface that I think you are looking for.

 

However you can use a third party data import utility like Zed Axis to export transaction data from QuickBooks POS and then import it into QuickBooks Point of Sale.  There is a playlist of demonstrations of Zed Axis importing into QuickBooks Point of Sale below

 

https://www.youtube.com/playlist?list=PLnM_nnQjB1jm-b2EDARTLIb-cjohKXqJq

 

I trust that this gives you another option.  There is a 30 day free trial of Zed Axis so you can test it out.

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Goomil77
Level 1

Import customer history into point of sale from quickbooks pro

I have the query as well. If I got any solution then I'll let you know FaceTime PC

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