Tuesday, April 28, 2009

QImport4 Primer for the first steps.

A QImport4 How-To Primer from addQin.
(1) Import customer data from samples into QuickBooks with QImport4.
(2) Open QImport4 and connect to QuickBooks.

(3) Press select template and choose . The edit template dialog comes up.
(4) See the samples and select CustomerAdd as template.
(5) If not present, load the sample data import file.
(6) Press 'Generate' to compile the template.
(7) Press 'Try one record" and QImport4 processes the first record of the import file.
(8) After the import is finished, the log file automatically opens.
(9) Check for any problems ! If none, you are ready for production.
(10) Free to try QImport4 from here http://www.addqin.com.

Monday, April 20, 2009

Import Excel data into QuickBooks

With QImport4 you can also import Excel spreadsheet data into QuickBooks.

The way to do it is as follows:
In QImport from the menus open Utilities | Create SQL Connection
As connection string enter:
Provider=Microsoft.Jet.OLEDB.4.0;Data Source=;Extended Properties="Excel 8.0;HDR=Yes;IMEX=1";

As SQL statement enter:
Select * from [$]
Save the connection.
When you create a new template then chose the saved .qsql file as import file.

Example:
Connection String:
Provider=Microsoft.Jet.OLEDB.4.0;Data Source=C:\spreadsheet.xls;Extended Properties="Excel 8.0;HDR=Yes;IMEX=1";

SQL Statement:
Select * from [Sheet1$]

That's it.