One common question that we get is ‘Is there a way to convert an existing invoice to CSV format with all the data fields?’ The system creates invoices only in PDF format. CI worked on a solution for converting QuickBooks invoices to csv format.

Solution

CI created Windows based application to export QuickBooks invoices to csv format. The main fields that were considered for the conversion were invoice number, line number, style, quantity, shipto address and notes. The exported csv was uploaded into FTP. User can export the invoices based on the specified date range. The application would then fetch the qualified invoices and check the style with the customer database. If the invoice style was not available in the database, application would ask for the substitute style from the database. User had the option to save the substitute style for next time use.

Are you looking to import/export QuickBooks invoices to csv/excel format? Contact us with your requirements at sales@ciindia.com