Access to quickbooks - looking for consulting help

  • Thread starter Thread starter Mark Andrews
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M

Mark Andrews

I'm looking to pay for some consulting help from someone with knowledge of
Quickbooks and specifically
creating an iif file for importing data into Quickbooks.

I have software that is used for collecting donations and the user would
enter a batch of donation (say 20 donations) and then click a button in my
Access database to create an iif file which they could import into
Quickbooks.

Hoping to just get an hour or couple hours of help to figure out the exact
format needed of the iif file. I'm fine with doing the work to make the
file myself just looking for someone with some Quickbooks knowledge to
quickly get me there. I just purchased Quickbooks but have never used the
product.

If interested jump over to my web site and send me an email with your hourly
rate and provide a brief history of how you have used Quickbooks.

Thanks,
Mark Andrews
RPT Software
http://www.rptsoftware.com
http://www.donationmanagementsoftware.com
 
Mark Andrews said:
I'm looking to pay for some consulting help from someone with knowledge of
Quickbooks and specifically
creating an iif file for importing data into Quickbooks.

I have software that is used for collecting donations and the user would
enter a batch of donation (say 20 donations) and then click a button in my
Access database to create an iif file which they could import into
Quickbooks.

Hoping to just get an hour or couple hours of help to figure out the exact
format needed of the iif file. I'm fine with doing the work to make the
file myself just looking for someone with some Quickbooks knowledge to
quickly get me there. I just purchased Quickbooks but have never used the
product.

If interested jump over to my web site and send me an email with your
hourly rate and provide a brief history of how you have used Quickbooks.

Thanks,
Mark Andrews
RPT Software
http://www.rptsoftware.com
http://www.donationmanagementsoftware.com
Click to expand...
 
I'm looking to pay for some consulting help from someone with knowledge of
Quickbooks and specifically
creating an iif file for importing data into Quickbooks.

I have software that is used for collecting donations and the user would
enter a batch of donation (say 20 donations) and then click a button in my
Access database to create an iif file which they could import into
Quickbooks.

Hoping to just get an hour or couple hours of help to figure out the exact
format needed of the iif file.  I'm fine with doing the work to make the
file myself just looking for someone with some Quickbooks knowledge to
quickly get me there.  I just purchased Quickbooks but have never used the
product.

If interested jump over to my web site and send me an email with your hourly
rate and provide a brief history of how you have used Quickbooks.

Thanks,
Mark Andrews
RPT Softwarehttp://www.rptsoftware.comhttp://www.donationmanagementsoftware.com
Click to expand...

A decade ago when I had to create such a file from a totally automated
e-commerce application, I manually exported the files from Quickbooks
into something like Tab Delimited format in order to view their
schemata. That gave me all the information I needed to create proper
import files from Access. Sadly, the import of the files into
Quickbooks part was not automated, but that was not much of a burden
for the administrator. I don't know if Quickbooks can be automated or
not from Access.

James A. Fortune
(e-mail address removed)
 
Mark,

I would scrap the idea of create an intermediary file (iif file) and use
QB's SDK to create a direct link. This avoids, creating a file (one more
thing your users could mess around with ...) and the need to have the user
perform import operations altogether.

The SDK comes with several examples and if you require further help, QB has
a decent forum. You could always contact me through my website (since this
newsgroup will soon be a thing of the past) and I'd be more than willing to
guide you as best I can. Be sure to download the SDK for the QB version you
are working with (2007...2010, US...CAN)!
--
Hope this helps,

Daniel Pineault
http://www.cardaconsultants.com/
For Access Tips and Examples: http://www.devhut.net
Please rate this post using the vote buttons if it was helpful.
 
My application is used by many users who I don't know and have no control
over how things are setup on their computers.
I also don't have control over what version of quickbooks they are using.

My export and import into quickbooks would be like a once a week thing.

I found a website that creates iif files and think I am just going to dig
into the example iif file I have and try and reproduce it in the same
format. It does customers, Income accounts, classes and sales receipts all
in one file.

For some reason that seems much easier and less error prone to me (I could
be wrong).
I just write a routine to make a text file using the right format.
The user takes the file and imports it into quickbooks.

So no setup of any kind and the user just needs to know how to choose
file/utilities/import/iif files... and pick the file.
Also no extra libraries in the application etc....

Thanks for everyone's input!
Sorry if I am too set in my ways,
Mark
 
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