GetLinked® Software Forum

Point of Sale and Financial Systems Integration
It is currently Thu Jul 18, 2019 5:56 am

All times are UTC - 7 hours

Forum rules

Please click here to view the forum rules

Post new topic Reply to topic  [ 1 post ] 
Author Message
PostPosted: Mon Jun 20, 2016 10:50 am 

Joined: Wed Jan 11, 2012 5:56 pm
Posts: 89
Translating customers from Micros GSS to QuickBooks is a three step process:
  1. Import customers from Micros GSS.
  2. Import customers from QuickBooks.
  3. Translate Micros GSS customer numbers to QuickBooks customer names.

Step 1:
Open the Receivables Import and Transfer window (ARLink > Import and Transfer).
Using the Insert >> button (highlight #1) select the location(s) you want to import from the Locations Available list.
Select the Customers tab (highlight #2) at the top of the window.
Use the Yesterday button (highlight #3) to set the starting and ending dates.
Click the Process button (highlight #4) to start the customer import.
When the import process is complete a report showing all of the customers that have been imported will be available.
Close the Receivables Import and Transfer window.


Step 2:
Open the Receivables Location Setup window (Setup menu > ARLink > Location).
Select your location using the location lookup button (highlight #1).
Click on the Transfer tab (highlight #2).
Click on the Setup button next to the QuickBooks version dropdown (highlight #3).
The QuickBooks Receivables Setup window will open.
Click the Setup button next to Import Customers (highlight #4).
Make sure your QuickBooks company is open and click Yes to import customers from QuickBooks.
You will get a popup stating how many customers were imported from QuickBooks.
You can close the QuickBooks Receivables Setup window and the Receivables Location Setup window.


Step 3:
Open the Receivables Customer Translation window (Setup menu > ARLink > Customer Translations).
Select your location using the location lookup button (highlight #1).
The customers you imported in step 1 will fill the scrolling window.
  • The micros customer numbers will be under the Imported Customer field.
  • The micros customer name will be under the Description Imported field.
  • You can use the Find box to search for micros customers by number or name.
To translate a customer click in the blank Assigned Customer field (highlight #2) and then click on the Customer Lookup button (highlight #3).
  • You can use the Customer Number/Customer Name dropdown (highlight #4) to change the sort order of the customer list.
Highlight a customer and click the Select button (highlight #5). You can also double click the customer to select it.
The customer Assigned Customer field (highlight #2) should now be filled in.

The Assigned Customer field (highlight #2) must match the customer name from QuickBooks.
  • Watch out for spelling errors and multiple spaces between names.
  • If you change a customer name in QuickBooks you must re-translate that customer in GETLinked.


You are now ready to import transactions for the newly translated customers.

Display posts from previous:  Sort by  
Post new topic Reply to topic  [ 1 post ] 

All times are UTC - 7 hours

Who is online

Users browsing this forum: No registered users and 1 guest

You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum

Search for:
Jump to:  
Powered by phpBB® Forum Software © phpBB Group

© Copyright 2015 Accounting Solutions, Inc. All rights reserved. GetLinked® is a registered trademark of DEFEDE. Other product names listed herein are trademarks or registered trademarks of their respective companies.