Can u import comma delimited files into QB ? Cust's, Products,Transactions, A/R, etc


M

Mel_3

I'm attempting to migrage someone from an old custom COBOL application
to quick books.

I've extracted all the records as comma delimited files.

Customer Records
Products
Orders (Contracts)
Payments (some customers pay for products via a payment schedule)
etc.

Can I import these comma delimited files into QuickBooks?
Can I associate the Customer Record with the Orders and Payments?
Can I associate the Products with the Orders?

There are about 4,000 customer records...

- each having bought one or a few main products along with various
associated products of lessor value.
- each in various states of making their payments for the products
purchased.

Thanks for any help.
 
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D

dpb

Mel_3 said:
I'm attempting to migrage someone from an old custom COBOL application
to quick books.

I've extracted all the records as comma delimited files.

Customer Records
Products
Orders (Contracts)
Payments (some customers pay for products via a payment schedule)
etc.

Can I import these comma delimited files into QuickBooks?
Can I associate the Customer Record with the Orders and Payments?
Can I associate the Products with the Orders?

There are about 4,000 customer records...

- each having bought one or a few main products along with various
associated products of lessor value.
- each in various states of making their payments for the products
purchased.

Thanks for any help.
Only by using the data to build IIF (Intuit interchange format) files
which can be imported. There are significant limitations to what can
and can't be imported but the base data/transactions can be altho the
internal database links are _not_ established in transactions.

There have been two threads on IIF recently here that have the links to
the updated help files on the Intuit site; the subject was discussed
pretty thoroughly in them.

The other alternative is to use a 3rd party tool that makes use of the
SDK that is more capable than IIF; w/ that all the information of the
database can be recreated as if the data had been manually entered.

The problem w/ the SDK for the average user is it takes writing an
actual application to make use of it; for a developer there's always the
possibility of custom-building an app for the specific purpose if the
job will support it.

The links to the SDK are also in the two threads just mentioned...

--
 
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D

dpb

dpb wrote:
....
There have been two threads on IIF recently here that have the links to
the updated help files on the Intuit site; the subject was discussed
pretty thoroughly in them. ....
The links to the SDK are also in the two threads just mentioned...
For convenience, here's the crux of the info on where to get the poop on
iif and the sdk to kickstart the process--
There are real limitations on what can be imported and the resulting effects. > One notable one is that transactions will not have the links
between them that are generated by the interactive entry of
data--invoices and associated payments, for example.

But, the concept and coding required is really quite simple. Here's a
link to the skinny of IIF...

<http://support.quickbooks.intuit.com/support/Pages/KnowledgeBaseArticle/1003348>

And, here's link to a starting point to dig into the SDK..

<http://developer.intuit.com/technical_resources/default.aspx?id=1488>

<http://developer.intuit.com/technical_resources/default.aspx?id=1490>


You can sign up as an individual to download it; that, of course,
brings in the world of the Intuit leagle beagles w/ all the boilerplate.
For a closed market of development for a small set of pre-existing
clients where you wouldn't have to deal w/ the Intuit paranoia about
marketing, etc., it probably wouldn't be too strenuous. As soon as you
try marketing it as a general-distribution product they'll be all over
you like a duck on a June bug... :)

<http://developer.intuit.com/legal/?id=150>

Unfortunately, w/o being signed up it doesn't appear there's anywhere
anymore that can actually let you see the SDK interface calls, etc.
--
 

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