A large percentage of the work involved in maintaining an accounting system involves the addition and maintenance of data. The ability to import and export data from an application allows great flexibility and convenience. Importing invoices into QuickBooks from excel prevents double data entry work.

Creating invoices in QuickBooks from excel involves is achieved through web service. The web service is mapped to the shared directory where excel’s reside. The web service connects to QuickBooks using QuickBooks web connector. The excels are read and the invoices are created in QuickBooks.

For exporting the invoices as PDF the data is exported into a database for custom work. Web service is used to fetch invoice from QuickBooks using the last fetched date as the flag. Once the web service creates the PDF then the same is uploaded into the specified folder after proper authentication. The web service is scheduled to run automatically at specific time intervals.

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