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Posted by hooterbite on April 9, 2008, 11:14 am
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I would like to import orders into QB. Seems like IIF files might be
the way to go, but how do I handle customers - some will be new, some
will be in QB already. Any ideas would be appreciated.
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Posted by QBConsultant on April 9, 2008, 11:26 am
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On Apr 9, 10:14=A0am, hooterb...@yahoo.com wrote:
> I would like to import orders into QB. Seems like IIF files might be
> the way to go, but how do I handle customers - some will be new, some
> will be in QB already. Any ideas would be appreciated
Are you importing the orders from another program? There are some 3rd
party applications that help--go to marketplace.intuit.com to search
for them.
Michelle L. Long, CPA, MBA
Author of: Successful QuickBooks Consulting: The Complete Guide to
Starting and Growing a QuickBooks Consulting Business
http://www.SuccessfulQuickBooksConsulting.com
http://www.amazon.com/Successful-QuickBooks-Consulting-Comprehensive-Startin=
g/dp/1434810690
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Posted by Gary E on April 9, 2008, 1:13 pm
Please log in for more thread options Be careful here. If you import, and a name or item or account doesn't
exist, QuickBooks will create it for you, sometimes with unintended
consequences.
Create a backup of your data file, and test first. I have done this
numerous times, and for the most part runs trouble free.
Gary
>I would like to import orders into QB. Seems like IIF files might be
> the way to go, but how do I handle customers - some will be new, some
> will be in QB already. Any ideas would be appreciated.
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Posted by InLattice on May 16, 2008, 7:45 am
Please log in for more thread options On Apr 9, 10:14 am, hooterb...@yahoo.com wrote:
> I would like to import orders into QB. Seems like IIF files might be
> the way to go, but how do I handle customers - some will be new, some
> will be in QB already. Any ideas would be appreciated.
We provide custom solutions to add customer and then invoices to
QuickBooks from other sources including web applications using QBXML
and QB WebConnector.
We have implemented many such solutions to support desktop as well as
online version of quickbooks. Please contact us at inlattice at
infonics dot com
Also, we host a web based service to exchange invoices, PO and payment
data with your customers and vendors. Please visit us at www.inlattice.net
for more info.
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Posted by karen.magno@gmail.com on May 17, 2008, 1:29 pm
Please log in for more thread options > On Apr 9, 10:14 am, hooterb...@yahoo.com wrote:
>
> > I would like to import orders into QB. Seems like IIF files might be
> > the way to go, but how do I handle customers - some will be new, some
> > will be in QB already. Any ideas would be appreciated.
>
I agree with Gary E on IIF imports. If you are not careful you can
create a real mess. I worked with a QuickBooks user this week that
had imported their lists from Peachtree to QuickBooks. We spent a
couple of hours cleaning up duplicate names that were created during
the process that corrupted his company file.
You should also check out our product the 01 Transaction Pro Import
Wizard at http://www.baystateconsulting.com/products/01TxnWizardDemo.asp.
If the customer exists in your company file this tool will add the
transaction to the exiting customer. If the customer does not exist
this tool will create it. In addition, this tool allows you to import
my customer account number if there is a chance that the same customer
may appear in a slightly different format than what your company file
has (eg your import file has John A. Smith and your company file has
John Smith).
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