How to import products, vendors, and customers from QuickBooks to ParagonSMB

How to import products, vendors, and customers from QuickBooks to ParagonSMB

So you've purchased ParagonSMB for all your ERP needs (good for you!) and you've activated your QuickBooks integration.  Fantastic.  Time to get down to business.  First things first - you need to have all the relevant data from QuickBooks Online to be imported to Paragon so that your transactions can be created and then imported and/or exported as needed.

Import inventory products from QuickBooks Online to ParagonSMB

You're already using QuickBooks Online to manage any products that you purchase or make, keep in stock and sell to your clients.  So let's just pull all of those inventory or service products into Paragon with a push of a button.  From anywhere in Paragon, navigate to the QuickBooks setup screen from the settings page






Hit the action button at the bottom right of the screen to start the process. In this case, the default action will start the import process.  



You will see a notification telling you that the import of products has begun:


You will get another notification as soon as the import has been completed:

Once the import has finished, you can view the integration logs from the QuickBooks setup page - just hit the logs tab at the top of the screen to view them.


QuickBooks Online integration logs - products

The logs screen should look something like this. Each log entry will list the direction of the data flow (in this case - received into Paragon from QuickBooks Online), the document type (or type of data being communicated), the external reference ID from QuickBooks, the Paragon ID of the record that was created with the import, and the date of the data transmission. Clicking the info icon at the right side of each log entry will open a modal that lists more detailed information about that log - if it was successful and if not, why the data transfer failed).





Import vendors and suppliers from QuickBooks Online to Paragon

Now that you have seen how easy it was to import your products and services from QuickBooks Online, you might guess that importing any other reference data (such as customers or vendors) is just as easy.  Follow the same steps as listed above but select to import customers or vendors instead of products.  You will receive similar notifications when the import starts and when it is completed.  The logs page will show you similar information as it did for importing products.

Hit the action list button on the QuickBooks setup page to get the options for importing:


Vendor import notifications

Import has started:


Import has completed:


Vendor import logs

View them from the logs tab in the QuickBooks log page:


Import customers from QuickBooks Online to Paragon

Hit the action list button on the QuickBooks setup page to get the options for importing:



Customer import notifications

Import has started:


Import has completed:


Customer import logs

View them from the logs tab in the QuickBooks log page:


What's next?

You've imported all the relevant reference data from QuickBooks Online to Paragon - great job! 
Now for the fun part, learn how to export transactions from Paragon to QuickBooks Online!