Import data into QuickBooks

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

 

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