1. Home
  2. QuickBooks Discussions
  3. Quickbooks imports

Quickbooks imports

Hi All-

I am working with Quickbooks Premier 2005. This is my situation: I have lots of Memorized Transactions. To create an Invoice for a customer, I go into the Memorized Transactions List and double-click on the customer. A new Invoice pops open with some per-defined items already filled in (the "Item", "Cost" and "Rate" headers are filled-in

-- but the "Quantity" header isn't filled in).

Now I have some data in an external database -- that has the Quantity for all the items. I would like to know if there is any way to import this external data into Quickbooks, so that, when I double-click on a customer from the Memorized Transactions List, all the external data will also be filled-in for all the customers. (example, the Quantity of the items are filled-in for all the customers). Is this possible with Quickbooks imports?

I searched the Web, looked in Quickbooks Help files, searched Quickbooks Knowledge Base -- but couldn't find out how to do this via .IIF files. [BTW, support or even details about the .IIF files seems thin-stretched.] I also downloaded the SDK -- that didn't help much either. Am I missing something fundamental here or is it that Quickbooks can't do such a thing?

Can any of the third-party solutions do this?

Another solution to this problem would be to extract all the items from the Memorized Transactions and each month re-import them along with the data that changes. But even with this I was having difficulty -- I wasn't able to select a customer and open their invoice and have all the imported data right there -- I don't want to select the item from the drop down list -- I want it automatically filled in, from the imported data.

I got Quickbooks support -- they weren't of any help at all with this problem.

Thanks for any help!

Reply to
wrk.per
Loading thread data ...

In QuickBooks there is no way to change the memorized transaction lists other than at the user interface where you can call up the transaction, type in the qty and re-memorize the transaction.

Do a lot of you customers receive an invoice with the same data on it (like a monthly dues bill where most customers pay X)?

Reply to
Karl Irvin

Yep -- all customers have a monthly charge that is fixed when they first sign-up. For another charge, the rate is fixed, but the quantity isn't -- the quantity is available in the database (external to Quickbooks). Plus, at times, the customer can request a new item -- which also has a rate and quantity that needs to be added to the invoice (which, again, is available in the database). I just looking at a way to cut the re-entry of data into Quickbooks, by hand.

I might be able to extract the data from all the memorized transactions list, delete the list in Quickbooks and re-supply them, every month, back to Quickbooks (along with the "quantity" and other new data) -- but I can't seem to import data into Quickbooks so that the Invoices are all filled-in, ready to be printed out -- I still have to go to the invoice for each customer and select an item for a particular customer from a drop-down menu. THe hand-editing simply takes too much time for all the customers that I have...

Is there an easier way to do what I am trying to do? Or is there another software that'll help me with these issues??

Thanks for your help.

Reply to
wrk.per

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.