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Posted by Gary E on April 3, 2007, 7:38 pm
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Frank,
I am involved in a project to update QuickBooks via orders placed via the
web. I have spent a great deal of time with the web designers in the exact
format of the information, the flow of information, who is responsible for
different aspects. The flow chart took as much time as design, lol.
There are many compromises you will have to live with importing the
transaction via an import. QB does have add-on programs to input
transactions, and perhaps you can find one that meets your needs (my needs
were simple, so I didn't look very hard)
http://marketplace.intuit.com/Default.asp is one place to look if you
already haven't.
Please feel free to contact me directly if you have any questions
Gary at Egerer dot Net
> Hello,
>
> I've been asked to export sales transactions from a web site into a
> format suitable for Quickbooks to import, and am wondering if any
> others here have done something similar and can offer advice.
>
> I read the information in the Quickbooks help about generating a tab-
> delimited file, which seems reasonably easy. But a few issues come to
> mind right off the bat. For example, do I have to specify the items
> sold by number, or by name? Does the customer need to already exist in
> Quickbooks or will the import process create the customer? What if the
> same customer places several orders; will Quickbooks match them up by
> name, or generate a new customer each time? What if the item they
> bought on the web site is not already listed in Quickbooks' items
> list?
>
> I'm sure there are others who must have tried this and other issues
> which have come up.
>
> Is this even a feasable thing to do, or should I just forget it? I
> know there is a more advanced API available which I could use, and
> I've looked at it, but it appears to be beyond the scope of the time
> I've been allocated to do this project.
>
> Thanks,
> Frank
>
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