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How do you import/export general ledger transactions in QuickBooks?
We have QuickBooks Pro 2012 in our office. We also have an outside accounting firm doing the accounting. My boss wants me to be able to do the A/P and for the accounting firm to do the rest. However, the outside firm does not want to give me access to their system for A/P data entry. Our outside accounting firm wants to know if we can export journal transactions from our system to be imported into theirs. (So that my job isn't a redundancy.) But when I checked it looked like the only things you can export are lists (chart of accounts, vendor lists, customer lists, ect). It says you can import iif files, which means they can import the transactions, but doesn't show me a way to export general ledger transactions in iif format.
Does anyone know if what they are asking for is possible?
Little more background. By boss doesn't want to rely on an outside firm for the a/p (there have been issues in the past), but as it stands now he is basicly paying both of us to do the same transactions twice. My numbers (a/p) are supposed to be used to pull job costing reports, but he did hire me thinking I could get access to the system.
5 Answers
- 9 years agoFavorite Answer
Hi! There is actually no option to eport and import transactions from within QuickBooks. You will need to use a third party tool that will handle the export and import of the transactions. The two tools that you will need is the Transaction Pro Exporter and Transaction Pro Importer from Baystate Consulting. You can look as this tools from http://www.baystateconsulting.com/products.htm.
Transaction Pro Exporter can be used to Export your AP transactions. and the Transaction Pro Importer use to Import the transactions.
Hope this helps.
Ruvy Slater
Presti & Naegele
- Tom ZLv 79 years ago
One option would be to use the Accountants Copy Transfer File feature included with QB. Another would be to have a 2 user license. Access can be restricted to certain areas of the program.
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- Anonymous7 years ago
No need to worry my friend just visit http://quickbooks.customer-supports.com/ and make a call on their toll free. You will get a certified technician to fix your quickbooks related issues only in a single call.