Importing data from quickbooks or excel, need data mapping

[Julie]

I'm trying to import data from quickbooks to BCM 3.0. I've tried exporting
from Quickbooks and loading into BCM via the wizard, but that seems to map
things wrong. I've also tried downloading to Excel and importing into BCM,
but I'm not sure what field map where. Is there a mapping that should what
fields are loading into what areas of BCM? I would think that there would be
a datamapping document to explain the fields that load into Accounts and
Business Contacts.

 

[Luther]

I'm trying to import data from quickbooks to BCM 3.0.  I've tried exporting
from Quickbooks and loading into BCM via the wizard, but that seems to map
things wrong.  I've also tried downloading to Excel and importing into BCM,
but I'm not sure what field map where.  Is there a mapping that should what
fields are loading into what areas of BCM?  I would think that there would be
a datamapping document to explain the fields that load into Accounts and
Business Contacts.

You specify which columns in Excel map to fields in BCM in the import
wizard.

 

[Julie]

I was able to use the wizard to get the data into BCM. Unfortunately, it
didn't map to where I expected. When I pulled the record up in BCM, some of
the data didn't appear and others were in areas I didn't expect. I'm trying
to find some sort of field/data layout that will help me place the data from
Excel into the correct field in BCM. Some of the fields are self
explainatory, but others are not what I would have expected.

Is there a way for me to view the actual BCM SQL Express database fields to
see where actual data is stored?

Thanks

 

[Luther]

I was able to use the wizard to get the data into BCM.  Unfortunately, it
didn't map to where I expected.  When I pulled the record up in BCM, some of
the data didn't appear and others were in areas I didn't expect.  I'm trying
to find some sort of field/data layout that will help me place the data from
Excel into the correct field in BCM.  Some of the fields are self
explainatory, but others are not what I would have expected.

Is there a way for me to view the actual BCM SQL Express database fields to
see where actual data is stored?

Thanks






- Show quoted text -

In the import wizard, there's a button to configure the mapping.

 

[viglen]

I'm trying to import data from quickbooks to BCM 3.0.  I've tried exporting
from Quickbooks and loading into BCM via the wizard, but that seems to map
things wrong.  I've also tried downloading to Excel and importing into BCM,
but I'm not sure what field map where.  Is there a mapping that should what
fields are loading into what areas of BCM?  I would think that there would be
a datamapping document to explain the fields that load into Accounts and
Business Contacts.

Have you tried to contact the customer support team?
I have used them many times and they are very helpful.
They have different levels of support members to help even the most
complicated questions and problems regarding their POS Software.

1-888-320-7276
QuickBooks: Basic, Pro and Premier and Customer Manager

1-800-348-0254
QuickBooks: Point of Sale

1-866-340-QBES
QuickBooks: Enterprise Solutions

1-800-881-2079
QuickBooks: Simple Start Desktop Edition

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