Tools to import and export QuickBooks data

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Tools to import and export QuickBooks data.

I’ve not tried these yet, but most likely will soon. Very affordable solutions, seems to have good reviews. Go to the link above for more information about the products.

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Tools for QuickBooks

Getting data into and out of QuickBooks can be daunting, but our add-ins can make it easy. We have several different special-purpose add-ins to help you get key data into and out of QuickBooks. These tools can save you hours & hours of time by avoiding the need for double-data-entry and at the same time can help you create more accurate records for your business.

IIF Transaction Creator

Use this add-in to convert Excel spreadsheets or CSV files to the IIF format for import into QuickBooks. It will create IIF files with multiple transaction types, any needed new list entries (like new customer names), and integrates with your company file by reading your list data. You can also use it to enter data directly in Excel and then send that data to IIF for import into QuickBooks.

Transaction & List Copier

This add-in helps you move transactions & list data from one QuickBooks file to another via IIF. Using it, you can export your transactions from QuickBooks to Excel, and then create from them an IIF file you can import into another file. It’s especially useful for collaboration between an accountant and client, or to support use of a QuickBooks file “in the field” for remote data entry and later integration/merge with the main-office file.

Non-Profit Donor Statements

Create donor statements in Excel without data entry! This add-in connects directly to QuickBooks to get your data with a few clicks. Use it to quickly and easily create donor statements with details of a donor’s giving history that ready to mail in #10 windowed envelopes. With no need for address labels and no data re-entry, you’ll eliminate mistakes and save time.

PayPal to QuickBooks Link

While PayPal has IIF export as an option, our tool offers a richer integration with QuickBooks, supporting several different import options. You can import your PayPal receipts as Invoices, Sales Receipts, or as Payments for existing Invoices you have already entered. The tool supports PayPal shopping cart detail data and both US and UK PayPal downloads.

QIF to IIF Converter

If you have a QIF file you want to import into QuickBooks, this is the tool. It will convert your QIF file into an IIF file, and even allow you to review and change the data in Excel during the process.

List Importer

This tool is similar to the Transaction Creator, but geared toward helping you import your lists (like Customers, Vendors, Items, and many other list types.) It’s great for importing your lists to get started with QuickBooks and supports opening balances for Accounts, Customers & Vendors, and Items.

XL Timesheet for QuickBooks

This tool creates Excel based timesheets that integrate with your QuickBooks data. They can be used by a time administrator or distributed to employees as individual Workbooks. Once completed, you can merge several timesheets into one IIF file for import into QuickBooks. You can even create customized timesheets from the included timesheet templates.

QIF to OFX Converter

Convert your QIF files to OFX files for bank reconciliation in QuickBooks. The QIF to IIF Converter (above) is great for importing new transactions, but this tool will help you with reconciliations of existing transactions or entering new banking data. The OFX (*.QBO) files it creates can be imported into QuickBooks and then matched up with exiting transactions.

QuickBooks Data Link

This is our first QuickBooks QDK-based tool. It pulls your QuickBooks lists and transaction detail (General Ledger data) out of QuickBooks with a few clicks and then saves the data in an Excel workbook. The workbook contains several different worksheets, each with a different type of data. Your data is also stored in-memory while the tool is loaded and is available to you by using custom formulas provided by the tool.

From this data you can then create custom reports or use the built-in reports. The tool also includes instructions for creating an ODBC source from the extracted data, so you can Query the data with SQL, either from Excel using MS Query (free with Excel) or from any other SQL application on your system, such as MS Access.

BRC Batch Invoicer

Use this tool to create many identical (or nearly identical) invoices for many customers. For example, create invoices for annual dues.

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