Quickbooks 2009 and Sharepoint Integration
Hi!
I run an IT consulting company, and we use tasks in Sharepoint to keep track of our labor and notes on what we do for each customer. Sharepoint does an awesome job at keeping track of what we need, and so I am not interested in changing this.
Once per month, I do a filter and sort in Sharepoint and copy the notes and hours from each customer into an invoice for Quickbooks. As we grow, this is getting more and more time consuming. I am curious if there is an easy way to export the data from Sharepoint into Quickbooks?
btw, Quickbooks 2009 is a HORRIBLE product, and I don't recommend anyone upgrade to it.
I run an IT consulting company, and we use tasks in Sharepoint to keep track of our labor and notes on what we do for each customer. Sharepoint does an awesome job at keeping track of what we need, and so I am not interested in changing this.
Once per month, I do a filter and sort in Sharepoint and copy the notes and hours from each customer into an invoice for Quickbooks. As we grow, this is getting more and more time consuming. I am curious if there is an easy way to export the data from Sharepoint into Quickbooks?
btw, Quickbooks 2009 is a HORRIBLE product, and I don't recommend anyone upgrade to it.
colly92002
Does Quickbooks have a data import feature/utility? If it does, it will almost certainly be able to import data from Excel. If (and yes, it's a long shot...) this feature exists, then you can eaily export your Sharepoint lists to Excel workbooks, then import them into Quickbooks.
ASKER
it has an import feature, no this import feature does not allow you to import into an invoice.
ASKER CERTIFIED SOLUTION
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I don't what your problem with QB 2009 is. It works perfectly well for me and for my clients and was an improvement over QB 2008.
In any event, look at Atandra Systems (http://www.atandra.com/). They provide software integration along the lines you are looking for. I cannot say it will fit, but I have successfully recommended them before for POS integration. It cannot hurt to look.
... Thinkpads_User
In any event, look at Atandra Systems (http://www.atandra.com/). They provide software integration along the lines you are looking for. I cannot say it will fit, but I have successfully recommended them before for POS integration. It cannot hurt to look.
... Thinkpads_User
@DataDudes - did you ever find a way to do this?