All Entries in the "Import/Export" Category

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

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 with your desktop data.

QuickBooks Add On Programs: SDK

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.

QuickBooks Add On Programs: IIF

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 exchanging data.

Importing QuickBooks Transactions with Transaction Pro Importer

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), the Transaction Pro Importer from Baystate Consulting.

QuickBooks 2010 Rapid Data Entry

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 2010 release of QuickBooks Intuit has added a Rapid Data Entry feature that many people will find useful.

Review: SmartVault Documentation Management for QuickBooks

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 computer. In addition, you pay a monthly fee rather than making a one-time purchase. In addition to storing your documents you have the ability to store backups of your company file.

Review: PaperSave Plus Documentation Management for QuickBooks

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. For example, a customer PO to associate with your invoice. A written contract to associate with an estimate. A statement or bill to associate with a check.

Exporting QuickBooks Transactions with Transaction Pro Exporter

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, which is an excellent program for extracting transactions from QuickBooks.

Creating QuickBooks Invoices with Adobe Acrobat Pro

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 quick overview as to how this works.

Free QuickBooks Reports and Data Export

Your QuickBooks company file contains a large part (if not all) of your important company data, but our understanding of that data is limited by the views that QuickBooks provides to us. They have a lot of “canned” reports that are very useful, but every business has its own unique situation that isn’t covered by those standard reports. Today I’m going to talk about a resource that a lot of people don’t know about, the QuickBooks Library Reports. This is a wonderful source for reports as well as another way to export your data, and it is free!