The following table lists various tasks that our tools can help you with along with the tools to get the job done:

 

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Tasks & Solutions

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Solutions

Import transactions like Invoices & Checks into QuickBooks.

 

IIF Transaction Creator

 

Create Journal Entries and import them into QuickBooks.

IIF Transaction Creator

 

Export QuickBooks data for use in Excel to create custom reports.

 

Report Link for QuickBooks

 

Import employee Expense reports into QuickBooks.

Expense Report template with the

IIF Transaction Creator

 

Batch Email to client lists (or any list of email addresses) directly from Excel. Use Excel worksheets as the basis for mail-merge values. Send both plain text and HTML email, even with images.  An individual email is created for each recipient.

 

XL Email Manager

 

Depreciate assets and automatically enter depreciation expenses into QuickBooks.

Depreciation Calculator template with the

IIF Transaction Creator

 

Enter Invoices in Excel and then import them into QuickBooks without double data-entry.  Allows extensive invoice customization in excel for your presentation needs.

 

BRC Batch Invoicer with the

IIF Transaction Creator

 

Batch Invoice many QuickBooks customers.  Create annual billings in Excel and send to QuickBooks.  Works better than QuickBooks memorized transactions, as current prices and custom item descriptions can be used.

 

Invoice template with the

IIF Transaction Creator

Calculate loan payments and interest expense.  Import payments into QuickBooks without double data-entry.

Loan Payment template with the

IIF Transaction Creator

 

Merge data from two or more QuickBooks data files.

 

Transaction & List Copier for QuickBooks

Copy data from one QuickBooks file to another file.

Transaction & List Copier for QuickBooks

 

Remote data entry for QuickBooks. Enter data in a copy of a QuickBooks file, and then merge the data back at the office.

 

Transaction & List Copier for QuickBooks

 

Import QIF files into QuickBooks

 

QIF to Excel to OFX Converter

QIF to Excel to IIF Converter

 

Import QIF files into Quicken or MS Money.

 

QIF to Excel to OFX Converter

QIF Fixer

Excel to QIF Converter

 

Import investments into Quicken or MS Money.

 

QIF to Excel to OFX Converter

QIF Fixer

Excel to QIF Converter

 

Import CSV files or Excel spreadsheets with banking transactions or investments into Quicken & MS Money.

 

QIF to Excel to OFX Converter

Excel to QIF Converter

 

Import lists from Excel into QuickBooks. Lists include Customers, Vendors, Chart of Accounts, sales and inventory items. Also imports opening balances.

 

List Importer for QuickBooks

 

Convert my lists & opening balances from another accounting application or from an old QuickBooks company file.

 

List Importer for QuickBooks

 

Import QIF files from my bank or credit card company into QuickBooks.

 

QIF to Excel to IIF Converter

QIF to Excel to OFX Converter

 

Convert part or all of a Quicken or MS Money file to a new or existing QuickBooks company file.

 

QIF to Excel to IIF Converter

 

Enter my timesheets in Excel & then import them into QuickBooks.

 

XL Timesheets for QuickBooks

 

Manage timesheets for many employees, including emailing blank timesheets to employees & then later importing the results into QuickBooks.

 

XL Timesheets for QuickBooks

with the XL Email Manager

 

Import my PayPal transactions into QuickBooks as invoices, sales receipts, deposits, and other transaction types.

 

PayPal to QuickBooks Link

 

Import my eBay account into QuickBooks as invoices or sales receipts.

 

PayPal to QuickBooks Link

 

Convert Excel worksheets to QIF for import into Quicken.  All Quicken versions supported for all account types including Bank and Credit Card accounts.

 

Excel to QIF Converter

 

MS Excel ™ and MS Money ™ are registered trademarks of Microsoft, Inc. QuickBooks ™ and Quicken ™ are registered trademarks of Intuit, Inc.