![]() Let me know if you have any other concerns importing data to QBO. I’m also adding this article that tackles more about importing data in QBO: Common questions about importing data to QuickBooks Online. Import products and services from Excel.Import customer or vendor contacts from Outlook, Excel or Gmail.Ensure to have them follow the spreadsheet in this order to import the data correctly. Once ready, you can share these articles that can guide them through the complete process. This way, they’ll be able to import the data to QBO seamlessly. CSV (Comma Separated Values) or XLS/XLSX file formats. To begin with, you’ll want to advise your client to export their Sage 100 data into a. However, your client can only import the following information: Act features include contact, company and opportunity management, a calendar, communication tools, the ability to track. QBO processes historical data from Sage 100. Act (previously known as Sage ACT) is a customer relationship management (CRM) software application which is used to keep track of client and prospect details in a single database that can be shared by multiple users. I’d be happy to help you and your client in converting their Sage 100 to QuickBooks Online (QBO), me share with you some details that you can also provide to your clients.
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