Import invoices and payments from Excel 2010 to QuickBooks 2011 using QODBC
Posted on 2014-01-04
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.