Excel is one of the most common spreadsheets. Many companies use excel for storing sales orders. The challenge arises when the data needs to be entered or imported into QuickBooks. Data entry will be a challenge if there are variations in orders or if there is a large volume of data involved. Importing data from excel avoids the time and errors involved with data entry.

CI worked on a project involving importing sales orders from excel files. The input was the excel file consisting of sales order data. The excel template was defined initially. If the customer number was not available in QuickBooks then a new customer was created.  An invoice was created based on the imported sales order. The relevant group items were added into the invoice to ensure that the invoice did not print individual line items. This helped avoid multiple pages of invoice.

Contact us with your custom import/export into QuickBooks requests at sales@ciindia.com