Solved

Import into QuickBooks or PeachTree

Posted on 2008-10-06
2
1,572 Views
Last Modified: 2013-11-15
Does anyone know if it is possible to establish a routine process that exports financial transaction data from a custom DB, like MSSQL, into a financial app like QuickBooks or Peachtree?  We have a FoxPro front end, SQL backend invoicing system that can easily be modified to create a structured doc that could be imported into an app like QuickBooks.  We use QuickBooks as our accounting software for tax, payroll, general ledger, etc.  We manually reeenter the data from the FoxPro app into QuickBooks.  I can see that QuickBooks does allow you to import some data, I just can't tell if it's designed to work in the more routine method we are looking for: using a routine export/import method rather then our current process of manally reentering everything.
0
Comment
Question by:woodwyn
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
2 Comments
 
LVL 3

Expert Comment

by:AndrewJen
ID: 22657732
I've successfully used QODBC, a commercial product available at http://www.qodbc.com.
0
 
LVL 28

Accepted Solution

by:
Bill Bach earned 500 total points
ID: 22659556
There are several options available.  Both Sage/PeachTree and Intuit/QuickBooks offer a Software Developers Kits free for the asking.  Check with the web sites for details.  These SDK's allow you to write your own applications that can import data one transaction at a time.  If you are a developer, or if you have developers on staff to maintain your existing application, then it should be a fairly quick process to interface with the new SDK and get the job done.

If you want something with a little less development effort, then there are solutions for that, too.  You can do an ODBC interface to PeachTree (though this one is a lot more complicated) via a direct ODBC connection, or an ODBC interface to QuickBooks with the aforementioned QODBC driver.  While these solutions offer "direct" access to the database, they still go though the SDk somewhat, and may be a bit slower that natively using the SDK.  Also, you may have to be much more careful about supplying all of the correct data inyour statements.

If you were reading data from QB/PT only, then ODBC is the way to go.  However, since you want to write, and (more importantly) you want to do it CORRECTLY, then I recommend learning how to use the appropriate SDK for the solution you choose.
0

Featured Post

Free Tool: Path Explorer

An intuitive utility to help find the CSS path to UI elements on a webpage. These paths are used frequently in a variety of front-end development and QA automation tasks.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

By Linda Saltz Customized item descriptions from bills DO import into a customer invoice!   This is a wonderful tip for companies that want to use generic items like Hardware, Software, Mileage, Travel in their item list which helps keep the i…
Hi, I've just fixed a problem with Sage 50 Accounts 2011 crashing when creating a new Company.  I've wasted several hours on it so I thought I'd share the solution with others.  Remarkably, the same laptop had what appears to be exactly the same …
If you're a developer or IT admin, you’re probably tasked with managing multiple websites, servers, applications, and levels of security on a daily basis. While this can be extremely time consuming, it can also be frustrating when systems aren't wor…
If you’ve ever visited a web page and noticed a cool font that you really liked the look of, but couldn’t figure out which font it was so that you could use it for your own work, then this video is for you! In this Micro Tutorial, you'll learn yo…

696 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question