If you use QuickBooks, you will want to import your QuickBooks files before importing any other type of file.
Once your initial setup is complete (refer to the QuickBooks User Manual), you must synchronize Results and QuickBooks data on a regular basis.
To Import from QuickBooks:
1. On the Results menu, on the Finances tab, in the External group, select QuickBooks Synchronization.
From Other Services
To Import Contacts:
Select a format for the file you are about to import.
- That the file is not currently open.
- That there is not a Ampersand (&) in the file name,
- That the headers for the columns are fewer than 25 characters.
This 2-minute long video demonstrates how to import CSV and Excel formatted data