On 5/4/2017 1:51 PM, karentellef via RBASE-L wrote:
So you mean you create a spreadsheet of data from within RBase, and
then just copy/paste into a QB screen?
YES
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.
Rbase has a qbw interface - the type of items I listed customers.... go
in via qbw import and export. transactions you use the rbase interface
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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*516-371-3445 FAX 516-515-4549*
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