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Import invoices and payments from Excel 2010 to QuickBooks 2011 using QODBC

Posted on 2014-01-04
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Last Modified: 2014-01-13
I am fairly new to QuickBooks. I need a straightforward way to import customer charges (invoices) into QuickBooks each week and also to import a list of payments. I have installed QODBC, but am not clear on how to get data from Excel (or a text file, if that is easier) into QB. For example, I have a spreadsheet of invoices (one line per invoice) with the customer account name, the type of service, date, the charged amount, and memo, etc. I also have a spreadsheet of payments with the customer account name, the invoice date, the payment amount, etc.

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Question by:msibley
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Expert Comment

by:John Hurst
ID: 39756615
I have generally suggested third party solutions for import. Here is a site devoted to the use of QODBC for data import. It might help you here.

http://qodbc.com/default.htm

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by:msibley
ID: 39756975
What third party solutions would you suggest?

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John Hurst earned 500 total points
ID: 39757298
Go to the Intuit Marketplace. Look under Business Need, Data Import Export.

http://marketplace.intuit.com/v2/f-data-synchronization/software-solutions.aspx

Transaction Pro Importer is one that I have suggested to clients. There are two here: Transaction Pro Importer and 01 Transaction Pro Importer 5.

Dynamic Ventures Journal Entry is based on data from Excel. You would have to see if it fits your need.

Axis Import Export Transfer is another one.

These solutions are generally faster than rolling your own via QODBC. If your need is complex enough, it may be worth it.

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Author Comment

by:msibley
ID: 39757527
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The Transaction Pro Importer and 01 Transaction Pro Importer 5 appear to be the same product. Correct? On their website, it appears that they have a desktop version and an online version. $200 for the desktop version. They have an exporter app for $150. Both = $350

The Zed Axis product appears to be comparable and similarly priced. $195. They have a version that imports and exports for $285.

Of the two, which would you recommend?

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by:John Hurst
ID: 39757566
The Transaction Pro Importer and 01 Transaction Pro Importer 5 appear to be the same product. Correct?  <-- Yes.

I would be inclined to start first with Transaction Pro. Ask them about a trial version for 30 days so you can test and see if it works.

By the way, these prices represent about 3 hours work. That is why I recommend third party apps to clients.

I had a client who used Atandra Systems very successfully and was happy. I have lost track of them. They are at http://www.atandra.com/  but my recollection is that they are a bit more expensive. They have good phone support and you might give them a call to explain your issue.

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Author Closing Comment

by:msibley
ID: 39775697
Thanks for the help. I'm trying out Zed Axis first.
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by:John Hurst
ID: 39776211
@msibley - Thanks for the update and I was happy to help.

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