All Entries in the "Data Import/Export" Category
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.
Importing Inventory with Excel
There are a number of reasons why you may want to use Excel to import items to your item list in QuickBooks: Converting a list from another program, making copies of existing items, bulk addition of a new product line, and more. Today I’m going to give you an overview of how to use Excel to manipulate the item list.
Importing Information into QuickBooks
QuickBooks is a “closed” database, with limited ways to push information in. Today I’ll give you an overview of some of the methods that you can use to import information into your QuickBooks company file, with more details to come in future posts. I won’t be able to cover EVERY alternative, but I’ll hit the major ones.
