I would like to import orders into QB. Seems like IIF files might be the way to go, but how do I handle customers - some will be new, some will be in QB already. Any ideas would be appreciated.
- posted
16 years ago
I would like to import orders into QB. Seems like IIF files might be the way to go, but how do I handle customers - some will be new, some will be in QB already. Any ideas would be appreciated.
Be careful here. If you import, and a name or item or account doesn't exist, QuickBooks will create it for you, sometimes with unintended consequences.
Create a backup of your data file, and test first. I have done this numerous times, and for the most part runs trouble free.
Gary
We provide custom solutions to add customer and then invoices to QuickBooks from other sources including web applications using QBXML and QB WebConnector.
We have implemented many such solutions to support desktop as well as online version of quickbooks. Please contact us at inlattice at infonics dot com
Also, we host a web based service to exchange invoices, PO and payment data with your customers and vendors. Please visit us at
I agree with Gary E on IIF imports. If you are not careful you can create a real mess. I worked with a QuickBooks user this week that had imported their lists from Peachtree to QuickBooks. We spent a couple of hours cleaning up duplicate names that were created during the process that corrupted his company file.
You should also check out our product the 01 Transaction Pro Import Wizard at
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