View Full Version : Exporting & Importing - Urgent - SOS
10-27-2001, 05:26 PM
I am using a POS system just for sales and Quickbooks at the backend. I know that exporting and importing from QB is possible and very familiar with how it works. However, it seems to limit the user to what data can be exported and imported. I need to be able to import inventory on hand amounts into QB and export customer credit limits and balances out of QB. Is this possible and if so, how can I achieve this. I am presently using ver 4.0 and have no problem upgrading right away if these options are available in the newer versions. Please advise.
Help Wanted - SOS
11-01-2001, 06:33 AM
Here in Australia we are using a version based on your Version 6, so changes may have occurred - but generally most things are similar.
The IIF file can export customer data - including the credit limit. The limit is under LIMIT
The outstanding balance is under OBAMOUNT
The question is - can your POS import data from an IIF File?
Normally the stock is required to be entered into QuickBooks, and sales will then reduce the inventory. However, if the incoming stock is not entered directly into QuickBooks, it can be imported through an IIF file.
It uses the VALADJ header to tell it to adjust inventory. The POS would need to be able to correctly write the transaction file. It is not for the faint hearted - but it is possible. It is unlikely that your POS will currently write this sort of information to an IIF.
My question would be - why? The POS should maintain inventory. Why not simply enter daily sales summary info. Use a limited number of non inventory items that allow the tax to be correctly reported. If the POS maintains debtors, simply set up a single customer called "Account Customers" and post a daily total to that customer for charges and received on accounts. (again using the non inventory items).
I find that normally those with a POS really do not need detail in their accounting, as it simply duplicates what they already know from the POS. Keep it simple.
I have been involved with producing a small stand-alone utility programme that balances your money against the POS and produces an IIF that enters all the transactions into QuickBooks. Unfortunately it is currently written for the Australian version (we have a GST tax), but it could be rewritten for the USA version if required. We are currently working with an Australian POS provider to integrate it into their programme.
11-03-2001, 08:14 AM
Your information is very valuable. I may contact you again in the next few days for further direction, but I appreciate you sharing your knowledge with me.
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