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Importing invoice info into QB

Hi

I would like to automatically create invoices in QB (Pro 2003). They will be to existing Customers and will use existing items. I just need to create the invoices by supplying custom Description, Quantity, Unit Cost and Invoice Date info and mark the invoices to be printed.

Has anyone got an Excel template set up for invoice info export to QB or some step by step instructions as to how to set one up?

The invoice data would actually originate from an MS Access database so I would prefer to avoid using an Excel spreadsheet if that is possible.

I'm very familiar with VBA programming if applicable.

Any help much appreciated.

Reply to
jon.lewis
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Hi Jon,

If you are familiar with VBA, then you could easily write a VBA procedure to retrieve the data from your Access table(s) and create the invoices in QB in one of two ways:

  1. The best approach would be to download the Quickbooks SDK. It's free and available from
    formatting link
    With it, you use the QB component objects to open and begin a session with your QB company file, create the invoice(s), send them to QB and get a response telling you whether or not the invoices were accepted. All within a VBA procedure.

  1. An alternative approach would be creating a tab delimited text file from your Access data using VBA in the format that Quickbooks recognizes. QB refers to these files as .IIF files. You can get the layout of each type of .IIF file, including the layout for invoices, from Intuit's web site. Search for ".IIF".

I would go with option 1 if I were you.

Reply to
Larry Stinson

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