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Join nowHi, I work for a private school that uses FACTS Tuition Management for all of their tuition, activity and lunch payments. Currently we hand key each transaction into QB Desktop Enterprise. Is there anyone out there who is either (1) doing an API from FACTS to QB Enterprise Desktop or (2) doing a batch upload of invoices. I would like to move the school away from hand keying each transaction into QB. Thanks!
I'm here to address your API and invoice concerns, @DJ0624.
Regarding your first question, we have a separate and dedicated forum that handles API queries for QuickBooks Desktop (QBDT). Let me connect you with our Intuit Developers team so your inquiry will be addressed accordingly.
Here's how:
As for your second question, it's possible to batch-upload invoices in QBDT. I can guide you through the process.
You can follow these steps:
1. Navigate to the Customers menu and select Create Batch Invoices.
2. Ensure your terms, sales tax rate, and send method are updated for all customers you are sending batch invoices to by selecting each of them:
3. Determine your desired customers by searching or selecting/creating a Billing Group, then click Next.
4. Pick your preferred line items and template.
5. You can input a message if you want, then select Next.
6. Assess the list of invoices to be produced, then choose Create Invoices.
7. Print or email as appropriate, then hit Close.
For more detailed information, visit this article: Enter transactions by batch in QuickBooks Desktop.
In case you want to receive invoice payments in QBDT, check out this article for more guidance: Record an invoice payment.
Feel comfortable to return to this thread if you have other concerns about API and uploading invoices by batch in QBDT. I'll be here for you, DJ0624.
You can prepare your Invoice + Receive Payments OR only Sales Receipt data in the following template and use an importer tool to proceed.
Invoice
Customer | Transaction Date | RefNumber | PO Number | Terms | Class | Template Name | To Be Printed | Ship Date | BillTo Line1 | BillTo Line2 | BillTo Line3 | BillTo Line4 | BillTo City | BillTo State | BillTo PostalCode | BillTo Country | ShipTo Line1 | ShipTo Line2 | ShipTo Line3 | ShipTo Line4 | ShipTo City | ShipTo State | ShipTo PostalCode | ShipTo Country | Phone | Fax | Contact Name | First Name | Last Name | Rep | Due Date | Ship Method | Customer Message | Memo | Cust. Tax Code | Item | Quantity | Description | Price | Is Pending | Item Line Class | Service Date | FOB | Customer Acct No | Sales Tax Item | To Be E-Mailed | Other | Other1 | Other2 | Unit of Measure | AR Account | Currency | Exchange Rate | Sales Tax Code | |
Anne's Bakery | 01/09/2020 | 100 | Y | 15/09/2020 | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | (123) 456-7890 | Non | Cabinets | 10 | Cabinets | 1000 | Non | ||||||||||||||||||||||||||||||||
Anne's Bakery | 01/09/2020 | 100 | Y | 15/09/2020 | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | (123) 456-7890 | Non | Hardware | 10 | Hardware | 50 | Non | ||||||||||||||||||||||||||||||||
John's Barber Shope | 02/09/2020 | 101 | Y | 15/09/2020 | John's Barber Shope | 1 Main Street | Anytown | NY | 12345 | USA | John's Barber Shope | 1 Main Street | Anytown | NY | 12345 | USA | (999) 888-8888 | Non | Blueprints | 1 | Blueprints | 500 | Non |
Receive Payment
Customer | Check Number | Transaction Date | Payment Method | Memo | Apply to Invoice (blank auto-applies) | Amount | Deposit To | Discount Amount | Discount Account | Discount Class | AR Account | Exchange Rate |
Anne's Bakery | 123 | 01/11/2020 | Check | 100 | 10000 | Checking | ||||||
John's Barber Shope | 999 | 01/11/2020 | Check | 101 | 500 | Checking |
Sales Receipt
Customer | Transaction Date | RefNumber | Payment Method | Check Number | Class | Template Name | To Be Printed | Ship Date | BillTo Line1 | BillTo Line2 | BillTo Line3 | BillTo Line4 | BillTo City | BillTo State | BillTo PostalCode | BillTo Country | ShipTo Line1 | ShipTo Line2 | ShipTo Line3 | ShipTo Line4 | ShipTo City | ShipTo State | ShipTo PostalCode | ShipTo Country | Phone | Fax | Contact Name | First Name | Last Name | Rep | Due Date | Ship Method | Customer Message | Memo | Cust. Tax Code | Item | Quantity | Description | Price | Deposit To | Is Pending | Item Line Class | Service Date | FOB | Customer Acct No | Sales Tax Item | To Be E-Mailed | Other | Other1 | Other2 | Unit of Measure | Currency | Exchange Rate | Sales Tax Code | |
Anne's Bakery | 01/09/2020 | 100 | Check | 123 | Y | ######### | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | (123) 456-7890 | Non | Cabinets | 10 | Cabinets | 1000 | Checking | Non | |||||||||||||||||||||||||||||
Anne's Bakery | 01/09/2020 | 100 | Check | 123 | Y | ######### | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | (123) 456-7890 | Non | Hardware | 10 | Hardware | 50 | Checking | Non | |||||||||||||||||||||||||||||
John's Barber Shope | 02/09/2020 | 101 | Check | 89 | Y | ######### | John's Barber Shope | 1 Main Street | Anytown | NY | 12345 | USA | John's Barber Shope | 1 Main Street | Anytown | NY | 12345 | USA | (999) 888-8888 | Non | Blueprints | 1 | Blueprints | 500 | Checking | Non | |||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | Check | 18 | N | ######### | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Door | 1 | Door | 300 | Checking | Non | |||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | Check | 18 | N | ######### | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Handles | 1 | Handle | 10 | Checking | Non |
It's a $199 one time license and you can get $100 to purchase it a partner.
https://get.transactionpro.com/qbd
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