Solutions > Core5 FAQs

How do I import my QuickBooks Items, Sales Tax Items, Customers, and Vendors?

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Admin:
Once you have Core5 connected to QuickBooks, you can import QuickBooks data.

1. Click the 'Import Items' button.

2. You will be notified how many items were imported into Core5.

3. Click the 'Import Taxes' button.

4. You will be notified how many sales tax items were imported into Core5.

5. Click the 'Import Customers' button.

6. You will be notified how many customers were imported into Core5.

7. Click the 'Import Vendors' button.

8. You will be notified how many vendors were imported into Core5.

9. You can verify items and taxes in Core5 by going to their respective tabs.

10. You can verify customers and vendors in Core5 by going to the Contacts module.

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