Sharing data between QB's desktop and 4D is something we have been doing for about 10 years. And something we have looked at alternative and better solutions for.
I'd assume like many companies, we try to use 4D for everything to run our business (our entire CRM / ERP / TIME CLOCK system) except accounting, and we use QB's for that. CURRENT STATE: For the data we move out of QB's into 4D, we have created custom reports in QB's that include the data we want to export. We run this report and save the results as a .csv file into a shared folder with our 4D Server. A 4D Server routine checks this folder ever couple minutes and if it finds a file, an import routine runs to pull the data into 4D and then archives the .csv. As for the data shared key, we use a custom fields available in Quickbooks to manually added the 4D ID to the QB's custom field. This custom field data is part of the custom export report. We only add a new customer to Quickbooks a couple of times a month, so this is not too onerous to manually keep up to date. For data coming from 4D into QB's, we have a custom report that runs in 4D and outputs a file into a shared folder. We use a 3rd party software (certified by QB's) called Transaction Pro (https://www.transactionpro.com/) that we have configured to import this data into QB's. This is done in one or two batches per day. FUTURE STATE: We currently have a project underway to use QODBC (https://qodbc.com/), to have the data exchange happening automatically using SQL over ODBC directly between QBs and our 4D server. This is no faint of heart project! QB's tables are complex and there are lots of rules that need to be adhered to. The help files and examples from QODBC are plentiful and helpful. We are hopefully a couple of weeks away from completion. Please contact me if you would like me to share more on how this has progressed. I'd welcome learning how others are addressing this. Thanks, David Loeppky Chuckanut Bay Foods dav...@chuckanutbay.com -- Regards, David Loeppky Co-Owner T: 360.380.1908 x111 M: 360.319.9141 F: 360.384.3673 *dav...@chuckanutbay.com <dav...@chuckanutbay.com>* <http://www.chuckanutbay.com> ********************************************************************** 4D Internet Users Group (4D iNUG) Archive: http://lists.4d.com/archives.html Options: https://lists.4d.com/mailman/options/4d_tech Unsub: mailto:4d_tech-unsubscr...@lists.4d.com **********************************************************************
