So you mean you create a spreadsheet of data from within RBase, and then just 
copy/paste into a QB screen?

Do you know if it works for all kinds of data?  I'm guessing what they'd be 
trying to import is a list of members and then a list of individual weekly 
revenue items.

One thing I've always wondered is how you sync customer #s between the 2 
systems.  For example, in RBase if you have a MemberID 100, and all your 
revenue from that customer is linked to 100, and you try to import revenue into 
QB...  how do you sync up to whatever PK QB uses, or can QB bring in and use 
RBase's unique ID?

Karen

 

 

 

-----Original Message-----
From: J BLAUSTEIN <[email protected]>
To: rbase-l <[email protected]>
Sent: Thu, May 4, 2017 12:41 pm
Subject: Re: [RBASE-L] - Quickbooks


    
qbw has a new import and export      features -  customers/vendor/product 
codes/inventory/g/l account      numbers.  If you can convert to a spreadsheet 
format - you just      how to copy and paste into their program.
      J
      On 5/4/2017 1:17 PM, karentellef via RBASE-L wrote:
    
    
It's been decades since I've had to deal with          Quickbooks, and it 
wasn't exactly a joy back then...
          
          Someone just asked me about sending stuff from RBase into          
Quickbooks (they do not own QB yet, so it would be a new          version of 
the software).
          
          Has anyone here used a new version of QB and let me know if          
it's easier nowadays to send data to QB?  For example, what          kind of 
formats does it accept as an import?  Any gotchas?            We'd probably be 
sending over lists of "members" (name,          address, etc), and different 
kinds of revenues received          (member fees, special fees, event fees)
          
          Thanks for any insight!
          
          Karen
          
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