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#1
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Excel to QuickBooks Accountant Premier 2005
I've been using QuickBooks Pro for several years now and just upgraded to QB
Accountant Premier 2005. The documentation tries to cover 8 versions (7 industry specific, including Accountant, plus the Enterprise 10 user version). That brakes down to about 70 pages per. It is poorly organized. I bought it because it has some features that the Pro version doesn't. One of the added features in both the Pro and Premier was supposedly implemented in 2004. That was easier exporting of lists and data from Excel to the pricey versions of QuickBooks. Well, if it there, damned if I can find it. In the past I have done it, by trial and error, but that was at the startup of the client's business. It was a kludge at best, almost 6 years ago, and I don't want to attempt it t&e on mature files. I have found ONE book that covers the Premier editions only. It is better organized that Intuit's book and is about the same length, meaning about 80 pages per version. The book is "Running QuickBooks' 2005 Premier Editions" by Kathy Ivens. After a quick scan at Books-A-Million, I determined that the importing of Excel data isn't detailed very well there either. Does anyone here have any working knowledge of the process? QuickBooks exports many of its reports and lists to Excel in fine fashion. Some of the formulas are a little on the weird side and I haven't seen one yet that took advantage of the subtotal function. And it does a fine set of pivot reports for payroll. I'm using an HP with a moderately fast 32-bit Athlon chip, plenty of memory and harddrive space. The OS is XP Home SP2 and the Excel if from Office XP Standard. -- Kent Finnell From the Music City USA |
#2
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I have no direct working knowledge of the software, so consider this a
guess at best. Is there a file format the Quickbooks imports easily and well, and can you convert Excel to that format as an intermediate step? |
#3
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"Dave O" wrote in message
oups.com... I have no direct working knowledge of the software, so consider this a guess at best. Is there a file format the Quickbooks imports easily and well, and can you convert Excel to that format as an intermediate step? QB exports to Excel and can import Excel data, but there's scant instruction on how the spreadsheet is to be formatted. I did it with moderate success in 2000/01, but that was the initial formation of the client's company. The company's now 5, going on six. Unless someone comes up with some specifics, it's back to trial and error on a backup of the client's QB file. -- Kent Finnell From the Music City USA |
#4
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Here's the information I have: There is absolutely no difference
in the export/import features between QB Pro and QB Premier Editions. Nor has the QB/Excel export interaction changed in new versions of QB. Starting a couple of years ago, you can now import List items (not transactions, not anything with a formula) from Excel, but only a few lists... everything else you want to import requires IIF files (QB's version of Excel Text files) which are documented in Running QuickBooks Premier Editions. There is, in fact, little difference in the everyday features between the Pro and Premier Editions. Some additional "tweaks" exist in the Premier Accounting Edition, but mostly, the differences are in the additional reports available in Premier Editions (all of which can be duplicated in Pro with a few mouse clicks), and the additional opportunities to use third-party tools for a year for free - then you have to pay a monthly fee for them. C^2 Conrad Carlberg |
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