import a batch of transactions

Nov 02, 2005 4 Replies
L

Hello --



Is it possible for a clerical assistant to prepare a "batch" of transaction entries in QB, on another machine, and export it for import into the controller's copy of QB?



It that is not possible, can a batch be created in a text file, Excel, etc, for such import?



Thanks in advance for any guidance on this.



Larry Mehl


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L

You can produce a spreadsheet for importing transactions. The data in the spreadsheet must be in Intuit Interchange Format (iif). The instructional link I found for creating an iif in 2003 version

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630963shows 12 steps necessary to manipulate the file. The old iif is rapidly being replaced by the Intuit Software Development Kit (SDK).
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With the SDK, it is possible to develop an add-on for your purpose. There may already be an add-on that is acceptable for you. You can research add-on's here
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K

Yes. See the Data Transfer Utility at

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L

Lisa --

Thanks for all the information and suggestions.

Larry

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630963

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