Comments on: Exporting QuickBooks Transactions with Transaction Pro Exporter

By: Charlie

Charlie — Mon, 01 Feb 2010 17:18:30 +0000

The same company has an import tool. See my article on this at http://qbblog.ccrsoftware.info/2010/01/importing-quickbooks-transactions-with-transaction-pro-importer/

Memorized Transactions aren’t accessible. The SDK does not access them. However, if you open the Memorized Report List and click the Memorized Report button at the bottom, there is an export option (which I’ve not tried myself lately). Note that QB has a habit of scrambling memorized reports sometimes, so exporting them to save them is a good idea…

By: Eric Seidel

Eric Seidel — Mon, 01 Feb 2010 14:52:05 +0000

Charlie- Great information, thanks for sharing. Do you know of anyone who sells a tool to import data into QB’s like Big Red but who uses “SDK”?

Also, do you know of anyone who sells a tool that enables a user to export Memorized Transactions out of QBs?

Thanks again!

By: Charlie

Charlie — Wed, 13 Jan 2010 16:58:53 +0000

Saupha, that is a bit off the topic of this discussion. Intuit has a networking document at http://support.quickbooks.intuit.com/support/pages/knowledgebasearticles/1009810

Please note that if your users are at separate physical locations networking doesn’t work well with QuickBooks.

By: Saupha Khy

Saupha Khy — Wed, 13 Jan 2010 02:13:31 +0000

In our Organization Accounting, we have set up a server to record our financial data via One Program. Now, we want to use QuickBooks, but we do not know about it can share recording through server. Can we open one company file with three people at the sametime via server and import other partial data from the far away branch to complete our report? If it is available, how much does it cost for 3 users, 4 users? How can we export the partial data recorded from the other far away branch that they have recorded into the program and bring to import with some data in the heardoffice? We are an NGO in a poor country do not have much money.
We are waiting to hearing from you.

Best Regards,
Saupha

By: Karen Magno

Karen Magno — Wed, 07 Oct 2009 15:54:46 +0000

First of all thanks for your very informative blog. I work for Baystate Consulting and just wanted update this forum post to let you know that the newest versions of the Transaction Pro Importer and Exporter now have the ability to import and export lists from your QuickBooks company files.

By: Charly

Charly — Fri, 28 Aug 2009 17:33:05 +0000

I would like to know what one does with the A/R on the cash basis Balance Sheet which is from the inventory. My accountant does not like it and needs to know. Inventory is confusing with the cost averaging, etc. I wish it would just do simple in and out. Would the non-inventory solve this issue?

By: Charly

Charly — Fri, 28 Aug 2009 17:30:13 +0000

I do JIB (joint interest billing for oil well expenses)and would like to do this in QBKS but have not been able to figure this one out. This software might do the trick, but I don’t think so. Each investor has a % of the well and their expenses are calculated by the %. The owner has to create the JIB (invoice) for each investor according to their %. Now…I need to be able to enter the expenses that the owner receives for the well and create an invoice for each investor from there. Currently I have to calculate the % of the expense and breakdown the expense in a spreadsheet and then enter the info in QBKS. Do you know of another way or software to avoid double entry and save time.

By: Charlie

Charlie — Thu, 06 Aug 2009 18:07:45 +0000

To move info from one QB company file to another I would recommend the Data Transfer Utility from Karl Irvin. See my article on this here: http://qbblog.ccrsoftware.info/2008/05/review-data-transfer-utility/

By: PAT

PAT — Thu, 06 Aug 2009 17:38:45 +0000

Charlie, you have a great blog, the most informative that I have seen anywhere. My question is how to move the invoices from 2 other computers using QB same company name. We have a server that hopefully everything will all be there, and the girls can all do invoices when it is all set-up right.

By: Charlie

Charlie — Fri, 26 Jun 2009 04:25:06 +0000

I do use products from Big Red Consulting (www.bigredconsulting.com), although I haven’t written a review yet. Note that there are two advantages of their tool over Baystate Consulting – the lower price and the fact that it works with both lists and transactions (Baystate Consulting only works with transactions).

Note that there are disadvantages, however. Baystate Consulting uses the programming toolkit provided by Intuit (the “SDK”). This is a very reliable method of importing things. Big Red Consulting uses the “IIF” import format, which is an older method no longer approved by Intuit (although it is still available). IIF is more error prone – it can clobber your QB company file (always make backups before importing with ANY tool). IIF cannot import all the information that QuickBooks uses, as it was “frozen” a number of years ago. So newer features aren’t supported.

Without knowing the details of the kind of data you want to import, I can’t say which is best. I tend to lean to Baystate Consulting in general. But Big Red Consulting has worked well for me in addition.