How to upload customers, items, sales orders and purchase orders from QuickBooks to the Midi handheld

By default the Midi handheld will not contain any customers, items, purchase orders or sales orders.  The Midi desktop manager software enables you to select the data that you want added to your handheld device.  To set that up follow these steps:

1. With the QuickBooks company file open (login to QuickBooks as an administrator) open the Midi Desktop.
2. Select the File > Connections menu to see the current status of the connections
3. Click connect to connect Midi to your QuickBooks company file.
4. Once you have successfully connected, click on Update to download your customer and item lists into Midi
5. In the Midi desktop fo to File > Customers and check the box next to the customers you would like to copy to the handheld.
6. Go to File > Items and check the items that you would like to copy to the handheld.
7. Return to the File > Connections screen and with your handheld device connected click the button Start Sync.
8. You should see the status of your handheld as Connected if not make sure that you have your handheld connected and Active Sync running
9. If you want to upload Purchase Orders and Sales Orders to the device check the boxes to upload those from QuickBooks
10. Click on the button Copy to Handheld, your data will now be uploaded into the handheld device.
11. Open Midi on the handheld and your data will appear, alternatively if you already had the Midi handheld open click on the Settings button and select Update lists to load the data into the handheld.