There are several ways to get data into Trakker.
- Integrating with Quickbooks
- Importing from Excel
- Manually Entering Data
Integrating with Quickbooks
Integrating with Quickbooks is the easiest approach. If you are already using Quickbooks then your customers, products and suppliers are already loaded into that and can be synchronized with Trakker.
Contact Longwell Technologies and a rep will help you get this configured and get your data loaded.
Importing from Excel
If you have your data in an Excel spreadsheet this is the next simplest way to load data into Trakker.
Loading Customer Data
Loading Products
Manual Data Entry
Customer Wizard
Product Entry
Entering Products is pretty straight forward but this video will go through it in detail
Up Next