Category: Import/Export

QuickBooks Reporting is Simple with QQube

| January 7, 2011 | 11 Comments

Getting useful reports from QuickBooks, in the format that you want, can be a real chore. Your options are to use the built-in QuickBooks reports, struggle with a complicated data access tool, or use a complicated add-on product that has limitations. This is all about to change with the release of a product that I’m […]

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QuickBooks Add On Programs: IPP and the Intuit Workplace App Center

| May 20, 2010 | 9 Comments

I’ve been writing a series of articles on “add on” programs that can be used to expand the capabilities of your QuickBooks desktop program. This week I’ll talk about the Intuit Partner Program (IPP) and the Intuit Workplace App Center, Intuit’s new method for delivering “apps” to you that work on the web but work […]

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QuickBooks Add On Programs: SDK

| March 25, 2010 | 12 Comments

The capabilities of QuickBooks can be expanded by the addition of “add on” or “QuickBooks Compatible” programs. This week I’ll talk about how developers can use the QuickBooks SDK method of integration and what this means to you as a QuickBooks user.

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QuickBooks Add On Programs: IIF

| February 16, 2010 | 30 Comments

While QuickBooks is a very flexible software system, it probably doesn’t do everything that you need (as far as accounting and inventory control). Fortunately, you can expand the capabilities of your copy of QuickBooks by adding an “add on” or “QuickBooks compatible” program. This week I’ll talk about programs that use the IIF method of […]

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Importing QuickBooks Transactions with Transaction Pro Importer

| January 14, 2010 | 33 Comments

QuickBooks has a “closed” database – they control access to the data very tightly. While you have some limited ability to import list data (items, customers), it is generally difficult to import transaction data (invoices, checks). Today I’m reviewing an excellent tool that you can use to import transactions into QuickBooks (and lists as well), […]

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QuickBooks 2010 Rapid Data Entry

| September 29, 2009 | 18 Comments

Until now, if you wanted to quickly add a large number of records to a list in QuickBooks, you had to resort to using an Excel import or use a third party import tool. This often would be a tedious chore, requiring that you “map” your Excel spreadsheet to the fields in QuickBooks. In the […]

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Review: SmartVault Documentation Management for QuickBooks

| September 7, 2009 | 6 Comments

I’ve talked about documentation management systems (DMS) and their value to a business in my article on PaperSave Plus. Today I’ll review another DMS system that works with QuickBooks:SmartVault. This product takes a different approach than PaperSave Plus – it stores your information in an online server rather than in a database on your local […]

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Review: PaperSave Plus Documentation Management for QuickBooks

| August 22, 2009 | 30 Comments

A Documentation Management System (DMS) is a program that is used to store electronic documents and/or images of paper documents. In this article I’ll talk about PaperSave Plus, a QuickBooks Compatible documentation management system. If you are working with QuickBooks you may find that you have various documents that you want to associate with transactions. […]

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Exporting QuickBooks Transactions with Transaction Pro Exporter

| June 10, 2009 | 26 Comments

QuickBooks uses a “closed” database that you cannot access directly. If you want to extract transaction data, such as invoices or checks, you have to use a third party tool to extract the data (or get the SDK/ programming toolkit and write your own program). Today I’ll review the Transaction Pro Exporter from Baystate Consulting, […]

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Creating QuickBooks Invoices with Adobe Acrobat Pro

| October 7, 2008

One of the intriguing “new features” that Intuit lists for QuickBooks 2009 is the ability to work with “Adobe Acrobat Forms”. This is a way to use Adobe Acrobat Pro 9to create PDF forms that can be used to import invoices, estimates and purchase orders into your QuickBooks company file. Today I’ll give you a […]

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