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
Mark
ASKER
What third party solutions would you suggest?
Mark
Mark
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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
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
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
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
Thanks for the help. I'm trying out Zed Axis first.
@msibley - Thanks for the update and I was happy to help.
.... Thinkpads_User
.... Thinkpads_User
http://qodbc.com/default.htm
.... Thinkpads_User