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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.<br />
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<a href="http://qodbc.com/default.htm" rel="ugc">http://qodbc.com/default.htm</a><br />
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.... Thinkpads_User
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What third party solutions would you suggest?<br />
<br />
Mark
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Thinkpads_User <br />
<br />
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<br />
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The Zed Axis product appears to be comparable and similarly priced. $195. They have a version that imports and exports for $285.<br />
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Of the two, which would you recommend?<br />
<br />
Mark
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<i>The Transaction Pro Importer and 01 Transaction Pro Importer 5 appear to be the same product. Correct?</i> &nbsp;&lt;-- Yes.<br />
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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.<br />
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By the way, these prices represent about 3 hours work. That is why I recommend third party apps to clients. <br />
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I had a client who used Atandra Systems very successfully and was happy. I have lost track of them. They are at <a href="http://www.atandra.com/" rel="ugc">http://www.atandra.com/</a>&nbsp; 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.<br />
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... Thinkpads_User
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Thanks for the help. I'm trying out Zed Axis first.
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@msibley - Thanks for the update and I was happy to help.<br />
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.... Thinkpads_User
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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.<br />
<br />
Mark
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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

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

QuickBooks is an accounting software package geared mainly toward small and medium-sized businesses and offers on-premises accounting applications as well as cloud based versions that accept business payments, manage and pay bills, and payroll functions. QuickBooks includes remote access capabilities, remote payroll assistance and outsourcing, electronic payment functions, online banking and reconciliation, mapping features through integration, improved e-mail functionality, import from Excel spreadsheets, employee time tracking options, pre-authorization of electronic funds and new Help functions.

QuickBooks

Microsoft Excel topics include formulas, formatting, VBA macros and user-defined functions, and everything else related to the spreadsheet user interface, including error messages.