All Entries in the "Import/Export" Category
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 9
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!
Review: PayPal Payment Request Wizard
Many businesses (particularly those that sell items on the Internet) use PayPal to process payments. If you are using PayPal but aren’t using an integrated web store application, PayPal offers a Payment Request Wizard that integrates with QuickBooks to let you send invoices to your customers with a PayPal payment button. Today I’ll take a look at this program.
Review: Data Transfer Utility
There are times when you want to move information from one QuickBooks company file to another. You might want to merge records from your salesperson’s laptop to your desktop company file. Perhaps you want to set up a new company with just the open records. QuickBooks doesn’t make this an easy chore. Today I’ll discuss an excellent third-party tool that can help you with this task.
