[Hidden-tech] Quickbooks REPORT export/import

[Don Lesser]

QuickBooks is difficult to inport into. You can import lists pretty easily. 
Transactions need to be formatted in a very finicky way. There are products 
out there (can't remember the title just now, but a Google search should 
uncover them) for about $250 that will make it easy. You need to put a 
header on it and format the tx's in rows. Excel is the best tool for 
it.I've done it a couple of times using different products.

-------- Original Message --------
> From: "Scott Reed" <sreed at avacoda.com>
> Sent: Wednesday, July 11, 2012 9:11 PM
> To: "Stacy Kontrabecki" <swampdancer at comcast.net>
> Subject: Re: [Hidden-tech] Quickbooks REPORT export/import
> 
> ** Be sure to fill out the survey/skills inventory in the member's area.
>    ** If you did, we all thank you.
> 
> 
> 
> Most reports aren't formatted to be importing but try this on the chance 

> that they were:
> 
>  1. Make a backup copy of the company file (after you've set it up with
>     the exact same accounts BHS used for your project).
>  2. Save the Excel files in Text (Tab Delimted) ".txt" format. Change
>     the extension of the exported files to ".iif".
>  3. See what happens when you import them into Quickbooks.
> 
> If that doesn't work you can use the reports to set beginning balances 
> for each account and move on.
> Good luck,
>    Scott
> 
> On 7/11/2012 3:43 PM, Stacy Kontrabecki wrote:
> >     ** Be sure to fill out the survey/skills inventory in the member's 
area.
> >     ** If you did, we all thank you.
> >
> >
> >
> >
> > As a volunteer I run the Hilltown Legacy Tree Project for the Buckland 

> > Historical Society. I want to start tracking my project's accounting 
> > in my QuickBooks 2010 (Mac) program. BHS's accountant exported Reports 

> > to Excel on my project's transactions from the master BHS Quickbooks 
> > account.
> >
> > *I'm trying to find a way to Import the transactions detailed in these 

> > several Excel spreadsheets to a new company I've made in my 
> > QuickBooks. I don't see a way. *
> >
> > I can see that /Lists/ can import/export easily, but the only choice 
> > for /Report/ export is Excel and there is no import option to get that 

> > report detail in to the new company.
> >
> > Asking you first before I troll the Intuit lists for answers (ugh!). 
> > Google top results didn't yield me anything helpful. You ALWAYS give 
> > me good direction. Thanks HT!
> > -- 
> > Stacy Kontrabecki
> > www.facebook.com/hilltownlegacytreeproject  
> > www.HilltownLegacyTreeProject.org
> > Buy/sponsor trees athttp://store.BucklandMassHistory.org
> > trees at bucklandmasshistory.org  
> > (413)625-9203
> >
> >
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