Solved

Lotus notes "Estimate" form to Quickbooks invoice

Posted on 2014-09-25
2
360 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
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

Free Tool: ZipGrep

ZipGrep is a utility that can list and search zip (.war, .ear, .jar, etc) archives for text patterns, without the need to extract the archive's contents.

One of a set of tools we're offering as a way to say thank you for being a part of the community.

Question has a verified solution.

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

For users on the Lotus Notes 8 Standard client, this article provides information on checking the Java Heap size and adjusting it to half of your system RAM in attempt to get the Lotus Notes 8.x Standard client to run faster.  I've had to exercise t…
You’ve got a lotus Domino web server, and you have been told that “leverage browser caching” is a must do. This means that we have to tell the browser everywhere in the web to use cache. In other words, we set (and send) an expiration date in the HT…
Microsoft Active Directory, the widely used IT infrastructure, is known for its high risk of credential theft. The best way to test your Active Directory’s vulnerabilities to pass-the-ticket, pass-the-hash, privilege escalation, and malware attacks …
Although Jacob Bernoulli (1654-1705) has been credited as the creator of "Binomial Distribution Table", Gottfried Leibniz (1646-1716) did his dissertation on the subject in 1666; Leibniz you may recall is the co-inventor of "Calculus" and beat Isaac…

839 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