Importing Data from QuickBooks to bMobile Route Manager

bMobile Route Training Center

1. Start Quickbooks and login:

2. Select the bMobile Quickbooks Update if hosted, then Import Quickbooks Data in the tools Menu or local server installs select Import Quickbooks Data in the desktop Tools Menu:

3. Select the desired item to import 

A. Company, GL ACCTS, Sales Reps, terms – pulls company name and address info, gl account info, employee records(name, initials only), Terms for invoice creation

B. Customers – Pulls customer name, address, contact info and customer balance

C. Customer Shipto – pulls additional delivery locations – do not import if each customer is a unique location

D. Vendors – Pulls vendor list from QB – Used for PO receiving add-in – must have user field in vendor record of QB called b-Mobile Vendor with a word starting with Y in the field to import

E. Inventory – Pulls item number, description, cost and wholesale

F. Inventory Package – Pulls relevant package info when running multi-pack add-in

G. Purchase Order – imports open PO records for receiving purposes

H. Invoices – imports open customer invoices for basic statement running

I. Credit memos – imports open credit invoices for basic statement running

J. Payments – Imports unapplied open payment amounts for basic statement running

K. Price Levels – Imports QB price level DO not import if maintaining pricing in bMobile, this will overwrite existing pricing)

L. Filter transactions by date – Used to reduce invoice, credit memo and payment data; speeds up import process for large QB files

M. Debug – used to identify problem records with errors are encountered

4. Press Start

5. “Update complete” will appear on successful completion (if the importer fails to complete, an error message will appear with the record it has stopped on. Duplicate_IX (12345) means record 12345 already exists in the database. Confirm a duplicate does not exist before attempting import again)