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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 CreatorUse
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. more... Transaction CopierThis
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. more... Non-Profit Donor StatementsCreate 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. more... PayPal to QuickBooks LinkWhile
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 QIF to IIF ConverterIf
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. more... List ImporterThis
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. more... XL Timesheet for QuickBooksThis
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. more... QIF to OFX ConverterConvert
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. more... QuickBooks Data LinkThis
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. more... BRC Batch InvoicerUse
this tool to create many identical (or nearly identical) invoices for many
customers. For example, create
invoices for annual dues. more... |
MS Excel is a registered trademarks of Microsoft, Inc. QuickBooks and Quicken are registered
trademarks of Intuit, Inc.