import access from quick books

  • Thread starter Thread starter Guest
  • Start date Start date
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Guest

Hi,

I am trying to convince my bosses to purchase Access. We are a small company
and have not been using anything but word for our customer orders and such.
Our accounting firm uses quick books and I would like to know if it is
possible, and how, to import all of our customer records from them. We are
growing and I think it would be beneficial to have a program that allows us
to create querys ex. new sales for a specific sales rep. If there is another
program/software other than Access that we could use, if they chose not to go
this route?

Looking forward to a response!

Thank you,

Katie
 
Thank you Lynn,

How would I go about that, as the information is at the accounting office.
Would they export it to excel then e-mail me the file? I'm not too familiar
with this, still learning! Also, we are thinking of purchasing Access and
installing it in 4 computers, would I need to import it to mine alone then
once we set their up to network, they'll be set too, or would we need to
import it to theirs as well? Hope this makes sense!

Thank you!

Katie
 
Katie said:
Thank you Lynn,

How would I go about that, as the information is at the accounting office.
Would they export it to excel then e-mail me the file? I'm not too familiar
with this, still learning! Also, we are thinking of purchasing Access and
installing it in 4 computers, would I need to import it to mine alone then
once we set their up to network, they'll be set too, or would we need to
import it to theirs as well? Hope this makes sense!

Thank you!

Katie
Click to expand...
 
katie:
I had the exact same question and I was able to have the accountant export
my list of name and addresses etc in the report format(s) I requested. She
then emailed me the lists which I was able to import easily into access. I
don't know about using more copies of Access throughout the office.
Hope this helps!
Janice
 
Katie said:
Hi,

I am trying to convince my bosses to purchase Access. We are a small company
and have not been using anything but word for our customer orders and such.
Our accounting firm uses quick books and I would like to know if it is
possible, and how, to import all of our customer records from them. We are
growing and I think it would be beneficial to have a program that allows us
to create querys ex. new sales for a specific sales rep. If there is another
program/software other than Access that we could use, if they chose not to go
this route?

Looking forward to a response!

Thank you,

Katie
Click to expand...

QuickBooks exports a tab delimited file with the extension IIF. You can
open the file in Excel and a wizard will start allowing you to define
the field types and the delimiter. You can clean up the file in Excel
and then import into Acces.

Look under File/Utilities/Export


Ron
 
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