I am not able to import Customers from my version of Quickbooks into the Bid4Build Program. What could be the problem?
First, you must make sure that you have correctly selected the type of export you want from Quickbooks. This would be the “Customer List” selection. This selection box is located in Quickbooks under File-> Utilities -> Export. This will create a customer export file with an “IIF” file extension. Intuit should keep the same file format (same field assignments) for the exported Customer List IIF file. If they decide to change this for a future version, then you may have a problem importing the customer records into Bid4Build. The other possibility is that you must have information completed for each of your Quickbooks customers for the following fields: Last Name, First Name and Address. If this information is not completed for a customer record, then the Bid4Build system will not import that customer record. These fields can be viewed in the IIF file by opening the Customer List IIF file using a spreadsheet such as Excel. You will find these fields in the Customer information section of
