Initial Data Load

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

Adding Customers to the Handheld