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88daly2
June 8, 2020
Question

Can i import my excel estimate into quickbooks without doing any changes

  • June 8, 2020
  • 16 replies
  • 60 views
No text available

    16 replies

    Rejeil_O
    June 8, 2020

    Welcome to Community @88daly2,

     

    Let me share with you some of my ideas when importing transactions in QuickBooks Desktop. You are not able to import transactions like estimates through Excel files. I can suggest to look for a third-party app that can help you import estimate using Excel file.

     

    You can follow these steps on how to search for a third-party app in QuickBooks Desktop. Here's how:

     

    1. Go to the QuickBooks Desktop Apps Store.
    2. Select the All Applications tab.
    3. You can add filters by Categories, QuickBooks Compatibility, and Developer.
    4. Enter the processor in the Search field.

     

    Also, the other option to import estimates in your QuickBooks Desktop account is to create an IIF file. I recommend contacting an IT professional to assist you create an IIF file.

     

    If you'll need further assistance, just notify me by leaving a message in the comment section. I'll be happier to help. Have a good one!

      Dellis51
      January 21, 2021

      I believe this answer is incorrect.  I contacted Quickbooks support yesterday and was told that you cannot use IIF to import or export transactions,  only lists.  On my utilities options there is no choice for exporting transactions.  Is this only available to Enterprise? 

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      Level 14
      March 14, 2021

      ok got it. As for the restrictions for the controller....for her to import IIF files whether via qkbks or third party....does she need to be an admin? 


      @radgc 

      Prepare the Estimate data with the following template

      CustomerTransaction DateRefNumberPO NumberClassTemplate NameTo Be PrintedBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepTermsDue DateCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceItem Line ClassFOBCustomer Acct NoMarkupMarkup is PercentSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureCurrencyExchange RateSales Tax Code
      Home Town Bank01/10/2020100999  YHome Town BankOne Hundred State Street  AnytownNJ12345USAHome Town BankOne Hundred State Street  AnytownNJ12345USA(123) 456-7890      Net 30 Days  Remodel Cabinet2Cabinets1000             Non
      Home Town Bank01/10/2020100999  YHome Town BankOne Hundred State Street  AnytownNJ12345USAHome Town BankOne Hundred State Street  AnytownNJ12345USA(123) 456-7890         Remodel Hardware4Hardware100             Non
      Jane's Supermarket01/10/2020200123  NJane's SupermarketOne Main Street  AnytownNJ12345USAJane's SupermarketOne Main Street  AnytownNJ12345USA(999) 999-9999         Rehab Wood Door1Wood Door500             Non
      Johnnies Sunoco02/10/2020201   NJohnnies Sunoco1 North Street  AnytownNJ12345USAJohnnies Sunoco1 North Street  AnytownNJ12345USA          Rehab Flooring100Wood Flooring10             Non
      Johnnies Sunoco02/10/2020201   NJohnnies Sunoco1 North Street  AnytownNJ12345USAJohnnies Sunoco1 North Street  AnytownNJ12345USA          Rehab Wallpaper100White Wallpaper10             Non
      Johnnies Sunoco02/10/2020201   NJohnnies Sunoco1 North Street  AnytownNJ12345USAJohnnies Sunoco1 North Street  AnytownNJ12345USA          Rehab Lights5Overhead Lights50             Non
      Johnnies Sunoco02/10/2020201   NJohnnies Sunoco1 North Street  AnytownNJ12345USAJohnnies Sunoco1 North Street  AnytownNJ12345USA          Rehab Draperies10Blue Draperies500             Non

       

      then you may utilize one of these importer tools

      https://transactionpro.grsm.io/qbd

      https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

       

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      Level 14
      June 9, 2020

      ...

      ShulyM
      March 19, 2022

      I'm looking into streamlining our agency client billing process, from the time of client billing submission by the media team to creating the invoice in our QB desktop by accounting team.

       

      Currently, our process is as such: 

      1. media team provides accounting with the SOW (pdf format) via email
      2. Invoice is created and info from SOW is manually typed to an invoice in QB, (each media buy separately)

      However, if media buys are different from the SOW, media team types the changes in the email. And again, the accounting team copies/paste into an invoice created in the system (QB). 

       

      As you can imagine it is extremely time consuming, error prone, and inefficient. There must be a better way and it is time for a change!

      My question is - if the SOW is submitted in a different format, which format should it be so we would be able to be in order to upload to QB desktop? 

      However if there are any recommendation in how to make our processes more efficient that would be extremely helpful.

      Much thanks!

      ShulyM
      March 19, 2022

      to add on here -

      Is there a template to prepare the client invoice with the data? where do I find various templates if so?

      as for templates for credit card transactions to upload into the QBDT, is that something I find within the online banking transaction, e.g. JP Morgan credit card, Amex?

       

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