it has an import feature, no this import feature does not allow you to import into an invoice.
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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.
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Answers
If you can export Sharepoint to excel or you connect to Sharepoint with ODBC or any other way.
Then you can use the QBXML interface to insert data.
There is also a QODBC driver that supports inserting information into quickbooks. But that requires an license.
I`m not sure if you can program your own tool.
Using excel & ODBC it doesnt need to be that hard.
The best site to get information on the QBXML is:
http://developer.intuit.co
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/).
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by: colly92002Posted on 2009-08-04 at 14:50:27ID: 25018548
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.