What you'll need

 

Only the Skypricer. Everything's built in. Exporting lists out of QuickBooks has always been easier and more reliable than transactions, mainly because the exchange of lists is riding on tried-and-true CSV files. With the Skypricer, we've automated the import and merging of your QuickBooks customers with those already stored in your Morning Flight file.

What about the reverse, transferring your Morning Flight customer list into QuickBooks? Not a good idea. You may have built up a customer list in Morning Flight for a while, and that list will include folks who asked for quotes but never bought anything. Your list could probably stand a little pruning anyway, so why drag all that baggage into QuickBooks?

The Harry Smith you have on file in QuickBooks is not the same customer as Harry Smith & Co. in Morning Flight. To keep duplicates from sprouting up everywhere, double check the names in both programs to make sure they match.
 

 

See also

 

Importing Customers from QuickBooks