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msibleyFlag for United States of America asked on

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

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.

Mark
QuickBooksMicrosoft Excel

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John

8/22/2022 - Mon
John

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

.... Thinkpads_User
ASKER
msibley

What third party solutions would you suggest?

Mark
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John

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ASKER
msibley

Thinkpads_User

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?

Mark
This is the best money I have ever spent. I cannot not tell you how many times these folks have saved my bacon. I learn so much from the contributors.
rwheeler23
John

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.

... Thinkpads_User
ASKER
msibley

Thanks for the help. I'm trying out Zed Axis first.
John

@msibley - Thanks for the update and I was happy to help.

.... Thinkpads_User
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