Comments on: Review: Data Transfer Utility

By: Transferring QuickBooks Invoices to Bills with Karl Irvin’s Invoice To Bill : QuickBooks and Beyond

Wed, 30 Nov 2011 17:06:42 +0000

[...] Utility. For more information on this product see Doug Sleeter’s article, as well as my own Practical QuickBooks article. Both of these were written awhile ago, I hope to have an updated article in the next few months. [...]

By: Walter

Walter — Fri, 25 Feb 2011 16:10:22 +0000

thanks

By: Charlie

Charlie — Mon, 14 Feb 2011 17:57:41 +0000

Naomi, it has a mechanism for transfering info via a disk or CD, so from that standpoint it would work for you. I’m not sure if you must have two licenses for that or not – you should check with Karl Irvin on that aspect of things.

By: Naomi

Naomi — Mon, 14 Feb 2011 17:09:07 +0000

I am trying to help my mom out with the family business. She lives in Wisconsin and I live in Minnesota. She needs help and my dad is a freak about connecting to the internet. Will this work if I enter the Accounts Payable things and my mom with enter the Account Receivable things and then once a week I will transfer her what I did and she can update her system with the info that I entered.

I know remote access would work better but like I said my dad is a freak about internet. And won’t let his business things touch the internet.

Thanks
Thanks

By: Charlie

Charlie — Fri, 17 Dec 2010 00:32:41 +0000

Nicole, it might work, but that depends on a number of factors. If you are doing this transfer a lot, it might be a bit tedious to use DTU. But possible. You should check with the company to make sure your “notes” would transfer – I’m not sure if that is on the list of fields that can transfer. I’m not sure why, if you are transfering the file back and forth, that you would lose ANY notes, unless you have a flaw in your workflow.

I would normally consider talking about a “hosted” solution so you can both access the file at the same time, but that might not be feasible given the parameters you are working with.

By: Nicole

Nicole — Thu, 16 Dec 2010 02:23:22 +0000

Hi,
I am doing Accounts Receivable for a company based in Canada (I am in the US). The two machines are running QB Pro 2009 (Canada version), and I have a full copy of the company file.
For now, we are mailing a flash drive back and forth with the full company file (or a backup) on it, it’s very slow and there is a lot of data entry duplication we’d like to avoid. The file is too large to email.
Also, when I switch to an updated file, I’ve lost all my notes and updates I made to accounts. Multi-user mode won’t work because both offices would be working in the file at the same time, and we are not connected via internet for data security reasons.
The home office is creating new accounts and invoices; I am receiving payments, adding Notes to customer accounts, and updating contact names and phone numbers.
Will this Utility work for us, so we can update each other’s company file on a daily basis via email attachment?
Thank you!

By: Charlie

Charlie — Mon, 23 Aug 2010 16:11:02 +0000

Holly, on the surface, based on your very brief description, I’d say that this would work. It is a bit technical to set up, but once you have figured things out it should be straight forward.

By: Holly

Holly — Mon, 23 Aug 2010 07:12:00 +0000

I’d like to set up a client’s assistant to enter sales receipts and credit memos into an otherwise empty QB company file, and then have her send a copy of the company file to me at the end of the month so I can integrate them into my working version of the file (which I’ll be updating with other entries throughout the month). Both files will be QB Pro 2009. The transactions have custom fields and use classes. Does it sound like the Data Transfer Utility is a good solution for this situation? Thank you!

By: Karl Irvin

Karl Irvin — Thu, 15 Jul 2010 13:29:38 +0000

Lisa.

We have a free program that you can use with the Data Transfer Utility. This free program can add a class to most of the transactions as they’re being transferred.

By: Charlie

Charlie — Wed, 14 Jul 2010 21:32:41 +0000

Lisa, I’m not entirely sure about that – you can contact the developer directly on that one.