RE: Quickbooks IIF files???

2004-08-23 Thread Mark Leder
Ray,
Would something like this be of use? Take a look at the shopping cart
assistant, may work on the same principle as what you're after. 

 
http://www.writeitonce.com/

 
Mark

_

From: Ray Champagne [mailto:[EMAIL PROTECTED] 
Sent: Monday, August 23, 2004 12:52 PM
To: CF-Talk
Subject: Quickbooks IIF files???

I am currently building a timesheet application for my company, which is 
pretty simple.My boss wants me to save her some time by being able to 
take all the data that I am collecting from the employees and import it 
into Quickbooks.I have been google-ing this for the past hour, and what I 
am finding is that Quickbooks needs the import data to be in the Inuit Info 
File (I think that is what it stands for), or .iif format.Research on an 
iif file seems to show that it is just another version of a csv file.Has 
anyone in here ever exported from a db to Quickbooks before?I know how to 
create a csv file, but i just want to make sure that I am headed down the 
right path...

Back to my googling (and not out the window at the hotties walking by 
either, though that IS more fun...)

Thanks!

Ray

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Ray Champagne - Senior Application Developer
CrystalVision Web Site Design and Internet Services
603.433.9559
www.crystalvision.org
=

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RE: Quickbooks IIF files???

2004-08-23 Thread Mark A. Kruger - CFG
You are correct - the iif file is pretty much a comma delimited ascii file. The
answer you need is actually in the quickbooks help files - here's an excerpt.

-Mark

---

You may also want to refer to the Reference Guide to Import Files

Note: These instructions are rather long. You may want to print them instead of
reading them onscreen. To print them, click Options and then choose Print Topic.

If you've been using another financial software product, and you'd like to
import information from that product into QuickBooks, you can do so if the
product allows you to export to a spreadsheet or text file. You can import lists
that correspond to QuickBooks lists, budgets, and individual transactions.

Tip: The easiest way to see and understand the format QuickBooks needs to import
data is to export some of your QuickBooks lists and view the resulting file in a
spreadsheet. If you don't already have a QuickBooks company, you can export
lists from the sample data (sample_product-based business. Qbw or
sample_service-based business.qbw).

1 Open the spreadsheet that contains the data.
2 Move the contents of all the cells in your spreadsheet one column to the right
so that the first column is blank.
3 Move the contents of all the cells down by one row so that the first row is
blank.
4 Check the structure of the spreadsheet. If it contains more than one type of
listor a mixture of lists, budgets, and transactionsmake sure that each type of
information has its own block in the spreadsheet. The blocks should follow each
other vertically. Insert a blank row of cells to separate the blocks.

For example, it you have a list of customers and a list of vendors, all the
customer data should be in one block and all the vendor information should be in
another block.

5 In the first cell in the blank row above each block of information, enter one
of the keywords shown in this table. Be sure to include the exclamation point
(!).

Type this text. . . If the block contains
!ACCNT Details about your chart of accounts.
!CUST A customer address or phone list.
!VEND A vendor address or phone list.
!EMP A list of employees.
!OTHERNAME A list of names you'd like to add to QuickBooks Other Name list.
!BUD Budget details.
!CLASS A list of general classifications you'd like to add to QuickBooks Class
list.
!CTYPE A list of customer classifications you'd like to add to QuickBooks
Customer Type list.
!INVITEM Details about the line items you use on sales and purchase forms.
!INVMEMO Messages you'd like to add to QuickBooks Customer Message list.
!PAYMETH A list of payment methods you'd like to add to QuickBooks Payment
Method list.
!SHIPMETH A list of shipping methods you'd like to add to QuickBooks Ship Via
list.
!TERMS A list of payment terms you'd like to add to QuickBooks Terms list.
!TIMEACT Details about activities you timed with the QuickBooks Pro Timer. Works
with !TIMERHDR.
!TIMERHDR QuickBooks Pro Timer data.
!TODO A list of upcoming to do tasks you want QuickBooks to remind you about.
!TRNS Transactions.
!VTYPE A list of vendor classifications you'd like to add to QuickBooks Vendor
Type list.
For example, if the spreadsheet contains a list of customers and then a list of
vendors, the structure of the spreadsheet would be as follows:
!CUST
[List of customers]
!VEND
[List of vendors]
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RE: Quickbooks IIF files???

2004-08-23 Thread Ray Champagne
Thanks to both of the Mark's...

I will try out the second solution.

Sometimes you just gotta know where to look for the right info!

Ray

At 01:51 PM 8/23/2004, you wrote:
You are correct - the iif file is pretty much a comma delimited ascii 
file. The
answer you need is actually in the quickbooks help files - here's an excerpt.

-Mark

---

You may also want to refer to the Reference Guide to Import Files

Note: These instructions are rather long. You may want to print them 
instead of
reading them onscreen. To print them, click Options and then choose Print 
Topic.

If you've been using another financial software product, and you'd like to
import information from that product into QuickBooks, you can do so if the
product allows you to export to a spreadsheet or text file. You can import 
lists
that correspond to QuickBooks lists, budgets, and individual transactions.

Tip: The easiest way to see and understand the format QuickBooks needs to 
import
data is to export some of your QuickBooks lists and view the resulting 
file in a
spreadsheet. If you don't already have a QuickBooks company, you can export
lists from the sample data (sample_product-based business. Qbw or
sample_service-based business.qbw).

1 Open the spreadsheet that contains the data.
2 Move the contents of all the cells in your spreadsheet one column to the 
right
so that the first column is blank.
3 Move the contents of all the cells down by one row so that the first row is
blank.
4 Check the structure of the spreadsheet. If it contains more than one type of
listor a mixture of lists, budgets, and transactionsmake sure that each 
type of
information has its own block in the spreadsheet. The blocks should follow 
each
other vertically. Insert a blank row of cells to separate the blocks.

For example, it you have a list of customers and a list of vendors, all the
customer data should be in one block and all the vendor information should 
be in
another block.

5 In the first cell in the blank row above each block of information, 
enter one
of the keywords shown in this table. Be sure to include the exclamation point
(!).

Type this text. . . If the block contains
!ACCNT Details about your chart of accounts.
!CUST A customer address or phone list.
!VEND A vendor address or phone list.
!EMP A list of employees.
!OTHERNAME A list of names you'd like to add to QuickBooks Other Name list.
!BUD Budget details.
!CLASS A list of general classifications you'd like to add to QuickBooks Class
list.
!CTYPE A list of customer classifications you'd like to add to QuickBooks
Customer Type list.
!INVITEM Details about the line items you use on sales and purchase forms.
!INVMEMO Messages you'd like to add to QuickBooks Customer Message list.
!PAYMETH A list of payment methods you'd like to add to QuickBooks Payment
Method list.
!SHIPMETH A list of shipping methods you'd like to add to QuickBooks Ship Via
list.
!TERMS A list of payment terms you'd like to add to QuickBooks Terms list.
!TIMEACT Details about activities you timed with the QuickBooks Pro Timer. 
Works
with !TIMERHDR.
!TIMERHDR QuickBooks Pro Timer data.
!TODO A list of upcoming to do tasks you want QuickBooks to remind you 
about.
!TRNS Transactions.
!VTYPE A list of vendor classifications you'd like to add to QuickBooks Vendor
Type list.
For example, if the spreadsheet contains a list of customers and then a 
list of
vendors, the structure of the spreadsheet would be as follows:
!CUST
[List of customers]
!VEND
[List of vendors]





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