Importing Orders Into QB 2008 Pro

Apr 09, 2008 4 Replies

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.


Are you importing the orders from another program? There are some 3rd party applications that help--go to marketplace.intuit.com to search for them.

Michelle L. Long, CPA, MBA Author of: Successful QuickBooks Consulting: The Complete Guide to Starting and Growing a QuickBooks Consulting Business

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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

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for more info.

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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the customer exists in your company file this tool will add thetransaction to the exiting customer. If the customer does not existthis tool will create it. In addition, this tool allows you to importmy customer account number if there is a chance that the same customermay appear in a slightly different format than what your company filehas (eg your import file has John A. Smith and your company file hasJohn Smith).

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