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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...

12 Dec 2018

QuickBooks has a new Add/Edit Multiple List Entries feature to allow easy editing and importing of list entries.

This feature is available from the QuickBooks menu List, Add/Edit Multiple List Entries and does not require admin or single user mode.

It supports customers, vendors and some items (service, inventory, non-inventory only). It does not allow importing of any other types (i.e. Payment Methods, Item Assemblies, etc.).

You will get a matrix or grid that resembles a spreadsheet. You will have to put your spreadsheet in the same column order and just for that type (i.e. customer, service item or vendor). Multiple types cannot be combined.

Once you put your spreadsheet in the same column order as the QuickBooks...

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 ...