This final article of our three part series explores third party apps used to import transactions into QuickBooks. There is also a small blurb on the new functionality in QuickBooks Accountant 2013 that provides a screen to cut and paste transaction information from Excel to produce Checks, Deposits and Credit Card Charges/Credits.
For some contemplating importing transactions, the strongest needs stem from the following scenarios:
- The user needs to merge transactions from two or more QuickBooks files
- A data file is corrupt and information needs to be imported into a clean file
- Data is in the form of an export file from another software or commercial industry
There are two common sources for importer utilities that we have used at Technology In A Box. One is found at QuickBooks2QuickBooks at www.q2q.us, with Karl Irvin at the helm of an incredible array of utilities. The Data Transfer Utility formats and pushes list and transaction data from one QuickBooks file to another, from one version to another and introduces a host of importing opportunities from different sources. In addition to his Data Transfer Utility, Karl has several other utilities that present solutions to many user barriers. There are Beginning Balance Transfer, Payroll Check Transfer, Data Remover and many more.
The other software company that seems to be a true timesaver is Big Red Consulting at bigredconsulting.com. The one tool that I guarantee can be used in a variety of ways is the IIF Transaction Creator. This tool will take an Excel document and, with the proper column headings, import huge amounts of information. Rather than reenter a 17 page Unpaid Bills Detail Report, we exported the report to Excel, adjusted the headings, scrubbed the data and the tool created an IIF file that imports into QuickBooks with ease. We also took a Fortune 500 company’s software export, turned it into an IIF file that imported multiple QuickBooks Bills assigned to classes and Customer: Jobs. There are so many other uses, but one should consider this tool if facing any major data migration project.
Last, but not least, QuickBooks Accountant 2013 now has its own Batch Enter Transactions utility that assumes transaction types of Checks, Deposits and Credit Card Charges and provides an Excel-ish screen that encompasses the necessary headings that facilitate copy and paste data from Excel. This feature is only available in the Accountant version as well as QuickBooks Enterprise v13.
If you are interest in my other examples on how to move data into QuickBooks through my e-newsletter, go to my Facebook and click on Join My List. (http://www.facebook.com/pages/Technology-In-A-Box-Learning-Services/118807254824227). I just had to finish the series on my Efficiency Quotient blog. It only makes sense to share tools that make importing data that much easier! Do you need to explore your options for importing data? Share your thoughts by commenting below!
