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Lotus notes "Estimate" form to Quickbooks invoice

Posted on 2014-09-25
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Last Modified: 2014-10-12
I have an application for creating estimates. I want to somehow click a button on the form and transfer everything from the document to a new quickbooks invoice. Is this even possible. If so , I need direction and details.
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Question by:schmad01
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Nick Halliwell earned 2000 total points
ID: 40345536
Hi Schmad01,

The beauty of Notes is that you can write a program do do anything you want in Notes, you just have to have the development ability.

However Notes allows you many other ways of doing things.

For you problem, I think there is an easy way, assuming that you are on a recent release of Notes.

So long as you have a view that holds all the information that you want you can simply select the documents that you want to copy, then go to Edit, Copy As, Table.

This copy's all the fields that are in the view and allows them to be pasted into a spreadsheet, from here you can edit them and then have you QB program read the saved spreadsheet into the invoice form.

See attachments.  The 1st show the data in the Notes database and 2 documents selected, the 2nd shows the data appearing in a spreadsheet.  Simple and no coding required.  Any user can us it.

Hope this helps feel free to ask me some specific questions on this.

regards
Nick
Fig-1-CSSalesPower--Actual----Sales-by-A
Fig-2-LibreOffice-Calc.jpg
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Author Closing Comment

by:schmad01
ID: 40376241
Yes, good solution. I think I can get by with that.  Thanks!
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