Import from excel or CSV file


T

TonySper

I am new with QuickBooks and want to import information from Excel into
QuickBooks. Can anyone show me the way. What is needed in excel? I also
would like to import from a CSV file. Can anyone clue me on where to look or
maybe show me.
Thanks for any help
Tony
 
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H

Haskel LaPort

TonySper said:
I am new with QuickBooks and want to import information from Excel into
QuickBooks. Can anyone show me the way. What is needed in excel? I also
would like to import from a CSV file. Can anyone clue me on where to look
or maybe show me.
Thanks for any help
Tony
The help files in QB is a good starting point.
 
G

Gary E

And what information would you like to import? What version of QuickBooks?
 
T

TonySper

Gary,
Thanks for the reply. To tell the truth I write programs in VFP and have a
client that is using QuickBooks 2009 and he wants me to let him move data
from the VFP Database into QuickBooks. Now I can put the data into a CSV
file or Excel but I do not know how to organize it so he can import it into
his QuickBooks. Just need a little clue. Been looking at some info and see
that the user doing the import has to configure his structure to agree with
the excel fields but have never done it myself as I have never used
QuickBooks and just need some info as to how he has to do it. Yes as the
fellow before you said "Start with the help file in QuickBooks", and I thank
him for the pointer. If I can find something to give to him so that he
understands that it is not a simple matter of me converting to a CSV file or
to Excel but that he needs to know how to import the fields into his
QuickBooks.
Thanks for any help.
Tony
 
L

Laura

You can not import transactions into QB using csv files (or excel files for
that matter). You need to format the file into a IIF file that has special
headers,etc for each record.

Google IIF files and see what comes up. I use a third party app from Big Red
Consulting to get my transactions in excel to QB when the need arises.
 
K

karen.magno

Check out Baystate Consulting's Importer Tool - you can import csv,
text or excel files. In addition you can import directly from
databases that supports ODBC.

http://www.baystateconsulting.com/products/01TxnWizardDemo.asp

Also an Important thing to note regarding IIF files: Tools that use
IIF files cannot be included in the QuickBooks Marketplace, are not
approved by Intuit and may lead to problems with your QuickBooks file.
Be wary of using IIF files to import transactional data. The safe way
is to use tools that utilize the QBSDK.
 
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T

TonySper

Laura,
Thanks for the help. I did a little reading on importing IIF files and
understand that doing it that way bypasses any checking by QuickBooks and a
user can run into problems. Now weather that is correct or not I don't know.
Just an article I read. I will Google IIF and read more.
Tony
 
T

TonySper

Karen,
Thanks for the help. Will look into your pointers. I am not looking for a
third party program unless I can use it royalty free as I do have a few
users running my programs and I do not think they all will agree with
purchasing a third party program so that my programs can be imported into
their QuickBooks. Although that may be the way to go if I include the info
to help them. Will look into the site. Thanks
Tony
 
L

Laura

Your understanding of IIF files is correct. Many people do not recommend the
use of IIF files. I guess I have been very lucky with its use.

Big Red's tool does have some error checking tools built in to it. I think
the use of the IIF files and third party apps require the user to know what
their outcome should look like and to understand potential problems one can
get into.
 
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D

dpb

TonySper said:
I am new with QuickBooks and want to import information from Excel into
QuickBooks. Can anyone show me the way. What is needed in excel? I also
would like to import from a CSV file. Can anyone clue me on where to look or
maybe show me.
As others have said, the only way w/o actually writing a "real"
application using the QB SDK is IIF text files. They're not terribly
robust nor quick but it doesn't take much effort from Excel to write
them as they're simply text files w/ appropriate data headings for the
specific fields.

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. At
the time they first introduced it years ago, it was much simpler. I was
looking at possibly making some customizations for myself but retired
first so never followed up...

--
 

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