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16 Jan 2019

In this article we will discuss how to Export (getting data OUT of) of QuickBooks.

You CANNOT export IIF files from QuickBooks Online.

First why do you want to Export data.  This can be to transfer data from 1 QuickBooks to another.  Sometimes handy to get to start a new company file or create a test company.

There are 2 basic types of data that you might want to get OUT OF (Export) QuickBooks.  Lists such as customers, items, vendors, etc. and Transactions as invoices, receipts, bills, etc.

You CANNOT export transactions in an IIF format from QuickBooks. So you cannot transfer transactions from 1 QuickBooks to another in this way.  There are some 3rd party programs that can help but it is NOT native to...

25 Dec 2018

Many times you have a need to import a Microsoft Office Excel type of file (xls, xlsx, csv, or tab delimited) file into QuickBooks. In many cases this files are use to do your billing.  The faster you get your billing into QuickBooks the faster you can send out bills and get your revenue.

These files could either be manually created by someone in your office or be generated but another system.  Such systems could be web site online stores or eCommerce systems or a another program on your desktop or web, or it can come from your suppliers or customers or EDI (Electronic Data Interface).  We have seen files from ServiceCEO, Xerox PagePack, IntouchPOS and others.

Many people now just try to re-type this data into...

25 Dec 2018

Channel Advisor is an eCommerce system that assist in managing your eCommerce channels i.e. Amazon, eBay, etc.  It does a good job of this but ‘How do you get the orders into your QuickBooks?’, you might ask.

The Integrator solves this problem not by integrating each channel (i.e. Amazon, eBay, etc.) but by integrating directly with Channel Advisor.

When Channel Advisor asked us to integrate with QuickBooks several years ago we were one of the only  company to provide a solution.

The Integrator supports both 1 way (downloading orders into QuickBooks) and 2 way (uploading into Channel Advisor).  Uploading includes both simple updating of a products SKU’s quantity on hand from QuickBooks and more complex the...

12 Dec 2018

Nowadays the need for interfacing and integrating data from other sources than just manual input is desperately needed. Although QuickBooks has for years has had their IIF (Intuit Interchange format) import facility from their File menu if has proven to not be user friendly nor support the needs of today’s demanding business requirements (such as eCommerce and integrating with other systems). QuickBooks IIF importing require Admin/single user mode, add items, accounts, etc. without asking or telling you (no logging), can corrupt your QuickBooks database, the format is not easy to understand, etc. etc.). Also note that QuickBooks Online™ does not have any import features (no IIF importing at all).

QuickBooks ...