Optional Modules > QuickBooks Connector > Address Book | Importing Clients

Importing Clients

Generally you will only use the "Import Clients from QB" button once.

Unlike Vendors, there is no need to classify clients.

Step 1 Click on the Address Book button on the Main Menu bar

Step 2 Click on the Import Clients from QB button

Step 3 In the pop window that appears, either click the Select All button, or click on the individual Select buttons to the left of the clients you wish to import

Step 4 Click the Import Selected button

clip0520

Only clients that are not already linked to a client in DesignSmart will appear in the list above.