QuickBooks Invoice Excel Import / PDF Export

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

 

Custom check printing in QuickBooks

When working with a solution, companies customize it to suit their needs. Problems arise when companies outgrow the solution and have to migrate to a new solution. They do not want to let go of the all the practices that they were following earlier. Custom checks are items that companies use and want to continue to use them. There are high chances that the new system does not print on the custom checks properly. CI has worked on custom check printing projects. The solution is to either build a stand-alone application or factor in parameters within the product itself.

For example: Custom checks were being printed using dot matrix printers with stub on top and check in the bottom. With pre-printed QuickBooks stationary, the same could not be printed without customization. CI developed a standalone Windows application to print the checks in QuickBooks stationary. The application would be installed in the same system as QuickBooks. In a grid, all the checks with the ‘To be printed’ flag would be listed.  User would select the checks from the list and print the checks.

 

Import QuickBooks invoices to csv format

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

 

QuickBooks Report Customization

Are you exporting QuickBooks report data into excel and working around the data to create custom reports? Once in a while doing this is fine. But if you are repeating the ordeal every time you need the report then it is waste of time and lessening the productivity. Customize the standard reports to get exactly what you want. At CI, we get to work on number of report customization projects. One of the recent customizations that we worked on was customizing the ‘inventory stock status by item’ report. The requirement was to have the purchase order column not added together.

We developed the custom inventory item purchase order quantity sorted by purchase orders. An item grid was created to load the inventory part and inventory assembly items from QuickBooks. End user was given the option to select specific items or all items required for generating the report. Multiple purchase order details were provided row wise instead of columns to avoid the excessive scrolling.

Contact us with your customization requirements at sales@ciindia.com

 

QuickBooks Customization – Discount Calculation

Intuit offers different version of QuickBooks to suit different company needs. Irrespective of the size and industry, each company is different. Most of the companies choose to customize QuickBooks to suit their business needs. Grow your business and work more efficiently by using web tools and/or desktop applications that work with QuickBooks data.

CI provides business process customization within QuickBooks framework. This post focuses on one such customization done for a client at CI. A solution interfacing with QuickBooks was written to provide the users with custom options to suit the business need. The requirement was to apply discounts based on the order total. The user defines discount slabs for a range of order totals. Whenever the sales orders were entered into QuickBooks, the corresponding discount percentage was applied automatically. The process of defining discount slab percentage and calculation was automated. By providing this simple customization, it eliminated the end users the time involved in calculating the discount and corresponding order total. It also eliminated errors in calculation.