Solved

Lotus notes "Estimate" form to Quickbooks invoice

Posted on 2014-09-25
2
371 Views
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.
0
Comment
Question by:schmad01
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
2 Comments
 
LVL 1

Accepted Solution

by:
Nick Halliwell earned 500 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
0
 

Author Closing Comment

by:schmad01
ID: 40376241
Yes, good solution. I think I can get by with that.  Thanks!
0

Featured Post

Industry Leaders: We Want Your Opinion!

We value your feedback.

Take our survey and automatically be enter to win anyone of the following:
Yeti Cooler, Amazon eGift Card, and Movie eGift Card!

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Lack of Storage capacity is a common problem that exists in every field of life. Here we are taking the case of Lotus Notes Emails, as we all know that we are totally depend on e-communication i.e. Emails. This article is fully dedicated to resolvin…
Notes Document Link used by IBM Notes is a link file which aids in the sharing of links to documents in email and webpages. The posts describe the importance and steps to create a Lotus Notes NDL file in brief.
Finds all prime numbers in a range requested and places them in a public primes() array. I've demostrated a template size of 30 (2 * 3 * 5) but larger templates can be built such 210  (2 * 3 * 5 * 7) or 2310  (2 * 3 * 5 * 7 * 11). The larger templa…
This video shows how to use Hyena, from SystemTools Software, to update 100 user accounts from an external text file. View in 1080p for best video quality.
Suggested Courses

738 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question