There is a system key in Admin to send ALL customers and vendors to Quickbooks (System Keys>Financial System Keys)
Please note if you already have some customers/vendors in QuickBooks, they MUST have a company name (not display name) that is exactly the same as the company name in Prima if you wish these to link together. If you import a csv file to QuickBooks, it does not update the ‘Company Name’ field in QB which is what we link to and this has to be the same or it can cause duplicates when we link. Therefore the safest way is use the Prima key to export from Prima to QuickBooks BEFORE any customers or vendors have been entered into QB
Also note, if you switch this on it will take several hours to complete so please only turn on at the end of the day.
Once the companies have transferred into QB, you can either manually enter the opening balances or contact QB support to help you use their import template to do this