Home → EstiMate Version 1 → Error Messages & Behavioral Problems → Customer info overwritten in quickbooks?

3.32. Customer info overwritten in quickbooks?

When we import completed jobs into Quickbooks 2005, Estimate appears to be overwriting all of the customer information already in Quickbooks. Any info already in the Quickbooks file like Names, addresses and especially the tax type and tax id number are wiped out. How do we stop this from happening?

When doing the export process in EstiMate, on the choose export-file type screen,un-check the box that says "export customer record (this will overrite qb record)"

You must be running EstiMate version 1.96 or later to see this checkbox. If you are running an earlier version you can update
your software at:

http://www.pricingmadeeasy.com/go/download