Discussion:
Quickbooks
(too old to reply)
Mark
2008-09-24 17:16:47 UTC
Permalink
I need to write accounts receivable items from a Plus table into Quickbooks, like billings, payments, and adjustments.

Anyone know how this can be done, or maybe have some code to share?

Many thanks,
Mark
Mark
2008-09-24 20:22:35 UTC
Permalink
Frank,

That would also work for me, tho I heard Quicken dropped the import of QIF files in Quicken 2005. Know whether that is true?

Also, can you share any details on how I would get the data into Quickbooks. I figure whatever I write out to a QIF file would need to allow Quicken to create an AR Account for the customer if it is not there, then post the invoice, payment, or adjustment to that account. Am only interested in this accounts receivable data.

Any details much appreciated. Or maybe you have some written docs or reference on how this is done.

Thanks again,
Mark
Mark,
I think it can be done directly if yogurt use their SDK
I just create a QIF file and the client uses the QuickBooks Import
function to get it in
Frank Polan
Post by Mark
I need to write accounts receivable items from a Plus table into Quickbooks, like billings, payments, and adjustments.
Anyone know how this can be done, or maybe have some code to share?
Many thanks,
Mark
Frank J. Polan
2008-09-24 23:42:52 UTC
Permalink
Mark

Sorry, I should have checked - memory must be going<g> I create an IIF
file

I only create an Invoice file for import but the concept should hold
for the others

Intuit have a sample invoice.iif import file on their web site.

If you're interested I can send you a copy of how I map my dbfs to
their structure and the CC I use to do it

HTH

Frank Polan
Post by Mark
Frank,
That would also work for me, tho I heard Quicken dropped the import of QIF files in Quicken 2005. Know whether that is true?
Also, can you share any details on how I would get the data into Quickbooks. I figure whatever I write out to a QIF file would need to allow Quicken to create an AR Account for the customer if it is not there, then post the invoice, payment, or adjustment to that account. Am only interested in this accounts receivable data.
Any details much appreciated. Or maybe you have some written docs or reference on how this is done.
Thanks again,
Mark
Mark,
I think it can be done directly if yogurt use their SDK
I just create a QIF file and the client uses the QuickBooks Import
function to get it in
Frank Polan
Post by Mark
I need to write accounts receivable items from a Plus table into Quickbooks, like billings, payments, and adjustments.
Anyone know how this can be done, or maybe have some code to share?
Many thanks,
Mark
Mark
2008-09-25 00:10:01 UTC
Permalink
Frank,

Very interested in how you map the dbfs and your cc. Will help me better visualize how the import works. I will also check their web site.

Many thanks,
Mark
Post by Frank J. Polan
Mark
Sorry, I should have checked - memory must be going<g> I create an IIF
file
I only create an Invoice file for import but the concept should hold
for the others
Intuit have a sample invoice.iif import file on their web site.
If you're interested I can send you a copy of how I map my dbfs to
their structure and the CC I use to do it
HTH
Frank Polan
Post by Mark
Frank,
That would also work for me, tho I heard Quicken dropped the import of QIF files in Quicken 2005. Know whether that is true?
Also, can you share any details on how I would get the data into Quickbooks. I figure whatever I write out to a QIF file would need to allow Quicken to create an AR Account for the customer if it is not there, then post the invoice, payment, or adjustment to that account. Am only interested in this accounts receivable data.
Any details much appreciated. Or maybe you have some written docs or reference on how this is done.
Thanks again,
Mark
Mark,
I think it can be done directly if yogurt use their SDK
I just create a QIF file and the client uses the QuickBooks Import
function to get it in
Frank Polan
Post by Mark
I need to write accounts receivable items from a Plus table into Quickbooks, like billings, payments, and adjustments.
Anyone know how this can be done, or maybe have some code to share?
Many thanks,
Mark
Frank J. Polan
2008-09-25 18:08:49 UTC
Permalink
Mark,

Send me an email address and I'll forward the information to you

Frank Polan
Post by Mark
Frank,
Very interested in how you map the dbfs and your cc. Will help me better visualize how the import works. I will also check their web site.
Many thanks,
Mark
Post by Frank J. Polan
Mark
Sorry, I should have checked - memory must be going<g> I create an IIF
file
I only create an Invoice file for import but the concept should hold
for the others
Intuit have a sample invoice.iif import file on their web site.
If you're interested I can send you a copy of how I map my dbfs to
their structure and the CC I use to do it
HTH
Frank Polan
Post by Mark
Frank,
That would also work for me, tho I heard Quicken dropped the import of QIF files in Quicken 2005. Know whether that is true?
Also, can you share any details on how I would get the data into Quickbooks. I figure whatever I write out to a QIF file would need to allow Quicken to create an AR Account for the customer if it is not there, then post the invoice, payment, or adjustment to that account. Am only interested in this accounts receivable data.
Any details much appreciated. Or maybe you have some written docs or reference on how this is done.
Thanks again,
Mark
Mark,
I think it can be done directly if yogurt use their SDK
I just create a QIF file and the client uses the QuickBooks Import
function to get it in
Frank Polan
Post by Mark
I need to write accounts receivable items from a Plus table into Quickbooks, like billings, payments, and adjustments.
Anyone know how this can be done, or maybe have some code to share?
Many thanks,
Mark
Ira Berkowitz
2008-09-27 19:26:03 UTC
Permalink
here is an example of using the quickbooks SDK to add a new customer to quickbooks from a dbase table. before you can do this you must download and install the SDK from inuits website and make sure the the version for the sdk matches the quickbooks version you are using. The basic pattern works for all quickbooks activities.

sessionManager = New OleAutoClient("QBFC6.QBSessionManager")
sessionManager.OpenConnection("","appName") &&appName = your application
sessionManager.BeginSession("",2)
requestMsgSet = sessionManager.CreateMsgSetRequest("US",3,0) && 3 = sdk version
CustomerAddRq= requestMsgSet.AppendCustomerAddRq()
CustomerAddRq.Name.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.Contact.SetValue(_app.custform.notebook1.entryfieldcustcontact11.value)
CustomerAddRq.CompanyName.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.Phone.SetValue(_app.custform.notebook1.entryfieldcustphone11.value)
CustomerAddRq.AltPhone.SetValue(_app.custform.notebook1.entryfieldcustphone21.value)
CustomerAddRq.Email.SetValue(_app.custform.notebook1.entryfieldcustemail1.value)
CustomerAddRq.Fax.SetValue(_app.custform.notebook1.entryfieldcustfax1.value)
CustomerAddRq.AltContact.SetValue(_app.custform.notebook1.entryfieldcustcontact21.value)
CustomerAddRq.BillAddress.Addr1.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.BillAddress.Addr2.SetValue(_app.custform.notebook1.entryfieldcustAddress1.value)
CustomerAddRq.BillAddress.Addr3.SetValue(_app.custform.notebook1.entryfieldcustSuite1.value)
CustomerAddRq.BillAddress.City.SetValue(_app.custform.notebook1.entryfieldcustCity1.value)
CustomerAddRq.BillAddress.State.SetValue(_app.custform.notebook1.COMBOBOXCUSTSTATE1.value)
CustomerAddRq.BillAddress.PostalCode.SetValue(_app.custform.notebook1.entryfieldcustZip1.value)
***ship to address
CustomerAddRq.ShipAddress.Addr1.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.ShipAddress.Addr2.SetValue(_app.custform.notebook1.entryfieldcustAddress1.value)
(_app.custform.notebook1.entryfieldcustSuite1.value)
CustomerAddRq.ShipAddress.Addr3.SetValue(_app.custform.notebook1.entryfieldcustSuite1.value)
CustomerAddRq.ShipAddress.City.SetValue(_app.custform.notebook1.entryfieldcustCity1.value)
CustomerAddRq.ShipAddress.State.SetValue(_app.custform.notebook1.COMBOBOXCUSTSTATE1.value)
CustomerAddRq.ShipAddress.PostalCode.SetValue(_app.custform.notebook1.entryfieldcustZip1.value)
CustomerAddRq.CreditLimit.SetValue(_app.custform.notebook1.spinboxCreditLimit1.value)
(_app.custform.notebook1.COMBOBOX1.value)
CustomerAddRq.CustomerTypeRef.FullName.SetValue(_app.custform.notebook1.COMBOBOX1.value)
CustomerAddRq.TermsRef.FullName.SetValue("Net 15")
// Send the request set to QuickBooks
responseSet = sessionManager.DoRequests(requestMsgSet)
//Check response status and data
responseXML = responseSet.ToXMLString()
responseList = responseSet.ResponseList
response = responseList.GetAt(0)
if response.StatusCode = 0
vendorRet = response.Detail
ListID1 = VendorRet.ListID.GetValue()
//save listid to database field
_app.custlist.fields['listid'].value = ListID1
_app.custlist.save()
VendorName1 = VendorRet.CompanyName.GetValue()
box = msgbox(VendorName1 + " has been added to Quickbooks", "Quickbooks Vendor Modify", 64 )
else
box = msgbox(response.statusMessage, "Quickbooks ERROR # " + response, 16 )
endif
//Relinquish the communication channel with QuickBooks
sessionManager.EndSession()
sessionManager.CloseConnection()
sessionManager = NULL
release sessionManager
Post by Mark
Frank,
That would also work for me, tho I heard Quicken dropped the import of QIF files in Quicken 2005. Know whether that is true?
Also, can you share any details on how I would get the data into Quickbooks. I figure whatever I write out to a QIF file would need to allow Quicken to create an AR Account for the customer if it is not there, then post the invoice, payment, or adjustment to that account. Am only interested in this accounts receivable data.
Any details much appreciated. Or maybe you have some written docs or reference on how this is done.
Thanks again,
Mark
Mark,
I think it can be done directly if yogurt use their SDK
I just create a QIF file and the client uses the QuickBooks Import
function to get it in
Frank Polan
Post by Mark
I need to write accounts receivable items from a Plus table into Quickbooks, like billings, payments, and adjustments.
Anyone know how this can be done, or maybe have some code to share?
Many thanks,
Mark
Mark
2008-09-28 16:03:29 UTC
Permalink
Ira,

Many thanks for this. This is very helpful.

Most of what I need to understand the process is here. But these fields all refer to a vendor, tho my AR task is to add clients with money due.

The fields below are self explanatory for the most part, but is there a reference list of what fields are available for vendors, clients, invoices, payments, etc. maybe on Intuit's web site or in downloadable documentation?

I am thinking I will need to use the SDK to feed Accounts Rec data (invoices, payements, adjustments) to QB by:

- checking to see if the client is already there
- if not add them
- then add the transaction related to that client.

Am I oversimplifying this?

Again, many thanks,
Mark
Post by Ira Berkowitz
here is an example of using the quickbooks SDK to add a new customer to quickbooks from a dbase table. before you can do this you must download and install the SDK from inuits website and make sure the the version for the sdk matches the quickbooks version you are using. The basic pattern works for all quickbooks activities.
sessionManager = New OleAutoClient("QBFC6.QBSessionManager")
sessionManager.OpenConnection("","appName") &&appName = your application
sessionManager.BeginSession("",2)
requestMsgSet = sessionManager.CreateMsgSetRequest("US",3,0) && 3 = sdk version
CustomerAddRq= requestMsgSet.AppendCustomerAddRq()
CustomerAddRq.Name.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.Contact.SetValue(_app.custform.notebook1.entryfieldcustcontact11.value)
CustomerAddRq.CompanyName.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.Phone.SetValue(_app.custform.notebook1.entryfieldcustphone11.value)
CustomerAddRq.AltPhone.SetValue(_app.custform.notebook1.entryfieldcustphone21.value)
CustomerAddRq.Email.SetValue(_app.custform.notebook1.entryfieldcustemail1.value)
CustomerAddRq.Fax.SetValue(_app.custform.notebook1.entryfieldcustfax1.value)
CustomerAddRq.AltContact.SetValue(_app.custform.notebook1.entryfieldcustcontact21.value)
CustomerAddRq.BillAddress.Addr1.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.BillAddress.Addr2.SetValue(_app.custform.notebook1.entryfieldcustAddress1.value)
CustomerAddRq.BillAddress.Addr3.SetValue(_app.custform.notebook1.entryfieldcustSuite1.value)
CustomerAddRq.BillAddress.City.SetValue(_app.custform.notebook1.entryfieldcustCity1.value)
CustomerAddRq.BillAddress.State.SetValue(_app.custform.notebook1.COMBOBOXCUSTSTATE1.value)
CustomerAddRq.BillAddress.PostalCode.SetValue(_app.custform.notebook1.entryfieldcustZip1.value)
***ship to address
CustomerAddRq.ShipAddress.Addr1.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.ShipAddress.Addr2.SetValue(_app.custform.notebook1.entryfieldcustAddress1.value)
(_app.custform.notebook1.entryfieldcustSuite1.value)
CustomerAddRq.ShipAddress.Addr3.SetValue(_app.custform.notebook1.entryfieldcustSuite1.value)
CustomerAddRq.ShipAddress.City.SetValue(_app.custform.notebook1.entryfieldcustCity1.value)
CustomerAddRq.ShipAddress.State.SetValue(_app.custform.notebook1.COMBOBOXCUSTSTATE1.value)
CustomerAddRq.ShipAddress.PostalCode.SetValue(_app.custform.notebook1.entryfieldcustZip1.value)
CustomerAddRq.CreditLimit.SetValue(_app.custform.notebook1.spinboxCreditLimit1.value)
(_app.custform.notebook1.COMBOBOX1.value)
CustomerAddRq.CustomerTypeRef.FullName.SetValue(_app.custform.notebook1.COMBOBOX1.value)
CustomerAddRq.TermsRef.FullName.SetValue("Net 15")
// Send the request set to QuickBooks
responseSet = sessionManager.DoRequests(requestMsgSet)
//Check response status and data
responseXML = responseSet.ToXMLString()
responseList = responseSet.ResponseList
response = responseList.GetAt(0)
if response.StatusCode = 0
vendorRet = response.Detail
ListID1 = VendorRet.ListID.GetValue()
//save listid to database field
_app.custlist.fields['listid'].value = ListID1
_app.custlist.save()
VendorName1 = VendorRet.CompanyName.GetValue()
box = msgbox(VendorName1 + " has been added to Quickbooks", "Quickbooks Vendor Modify", 64 )
else
box = msgbox(response.statusMessage, "Quickbooks ERROR # " + response, 16 )
endif
//Relinquish the communication channel with QuickBooks
sessionManager.EndSession()
sessionManager.CloseConnection()
sessionManager = NULL
release sessionManager
Post by Mark
Frank,
That would also work for me, tho I heard Quicken dropped the import of QIF files in Quicken 2005. Know whether that is true?
Also, can you share any details on how I would get the data into Quickbooks. I figure whatever I write out to a QIF file would need to allow Quicken to create an AR Account for the customer if it is not there, then post the invoice, payment, or adjustment to that account. Am only interested in this accounts receivable data.
Any details much appreciated. Or maybe you have some written docs or reference on how this is done.
Thanks again,
Mark
Mark,
I think it can be done directly if yogurt use their SDK
I just create a QIF file and the client uses the QuickBooks Import
function to get it in
Frank Polan
Post by Mark
I need to write accounts receivable items from a Plus table into Quickbooks, like billings, payments, and adjustments.
Anyone know how this can be done, or maybe have some code to share?
Many thanks,
Mark
Ira Berkowitz
2008-09-28 21:29:29 UTC
Permalink
Quickbooks has vendors and customers. You can check for the existence of either and then post transactions against them. Almost all QB transactions have SDK equivilents.

You can use the OSR for a full description and examples of using the SDK. The examples are given for C# and VB.net but you can use the example I gave you to translate the C# examples to dbase. Another useful resource is a list of the QB database fields and their respective entryfield equivilents. This can be found at:

http://doc.qodbc.com/qodbc/Qodbc_20_us.html
Post by Mark
Ira,
Many thanks for this. This is very helpful.
Most of what I need to understand the process is here. But these fields all refer to a vendor, tho my AR task is to add clients with money due.
The fields below are self explanatory for the most part, but is there a reference list of what fields are available for vendors, clients, invoices, payments, etc. maybe on Intuit's web site or in downloadable documentation?
- checking to see if the client is already there
- if not add them
- then add the transaction related to that client.
Am I oversimplifying this?
Again, many thanks,
Mark
Post by Ira Berkowitz
here is an example of using the quickbooks SDK to add a new customer to quickbooks from a dbase table. before you can do this you must download and install the SDK from inuits website and make sure the the version for the sdk matches the quickbooks version you are using. The basic pattern works for all quickbooks activities.
sessionManager = New OleAutoClient("QBFC6.QBSessionManager")
sessionManager.OpenConnection("","appName") &&appName = your application
sessionManager.BeginSession("",2)
requestMsgSet = sessionManager.CreateMsgSetRequest("US",3,0) && 3 = sdk version
CustomerAddRq= requestMsgSet.AppendCustomerAddRq()
CustomerAddRq.Name.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.Contact.SetValue(_app.custform.notebook1.entryfieldcustcontact11.value)
CustomerAddRq.CompanyName.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.Phone.SetValue(_app.custform.notebook1.entryfieldcustphone11.value)
CustomerAddRq.AltPhone.SetValue(_app.custform.notebook1.entryfieldcustphone21.value)
CustomerAddRq.Email.SetValue(_app.custform.notebook1.entryfieldcustemail1.value)
CustomerAddRq.Fax.SetValue(_app.custform.notebook1.entryfieldcustfax1.value)
CustomerAddRq.AltContact.SetValue(_app.custform.notebook1.entryfieldcustcontact21.value)
CustomerAddRq.BillAddress.Addr1.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.BillAddress.Addr2.SetValue(_app.custform.notebook1.entryfieldcustAddress1.value)
CustomerAddRq.BillAddress.Addr3.SetValue(_app.custform.notebook1.entryfieldcustSuite1.value)
CustomerAddRq.BillAddress.City.SetValue(_app.custform.notebook1.entryfieldcustCity1.value)
CustomerAddRq.BillAddress.State.SetValue(_app.custform.notebook1.COMBOBOXCUSTSTATE1.value)
CustomerAddRq.BillAddress.PostalCode.SetValue(_app.custform.notebook1.entryfieldcustZip1.value)
***ship to address
CustomerAddRq.ShipAddress.Addr1.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.ShipAddress.Addr2.SetValue(_app.custform.notebook1.entryfieldcustAddress1.value)
(_app.custform.notebook1.entryfieldcustSuite1.value)
CustomerAddRq.ShipAddress.Addr3.SetValue(_app.custform.notebook1.entryfieldcustSuite1.value)
CustomerAddRq.ShipAddress.City.SetValue(_app.custform.notebook1.entryfieldcustCity1.value)
CustomerAddRq.ShipAddress.State.SetValue(_app.custform.notebook1.COMBOBOXCUSTSTATE1.value)
CustomerAddRq.ShipAddress.PostalCode.SetValue(_app.custform.notebook1.entryfieldcustZip1.value)
CustomerAddRq.CreditLimit.SetValue(_app.custform.notebook1.spinboxCreditLimit1.value)
(_app.custform.notebook1.COMBOBOX1.value)
CustomerAddRq.CustomerTypeRef.FullName.SetValue(_app.custform.notebook1.COMBOBOX1.value)
CustomerAddRq.TermsRef.FullName.SetValue("Net 15")
// Send the request set to QuickBooks
responseSet = sessionManager.DoRequests(requestMsgSet)
//Check response status and data
responseXML = responseSet.ToXMLString()
responseList = responseSet.ResponseList
response = responseList.GetAt(0)
if response.StatusCode = 0
vendorRet = response.Detail
ListID1 = VendorRet.ListID.GetValue()
//save listid to database field
_app.custlist.fields['listid'].value = ListID1
_app.custlist.save()
VendorName1 = VendorRet.CompanyName.GetValue()
box = msgbox(VendorName1 + " has been added to Quickbooks", "Quickbooks Vendor Modify", 64 )
else
box = msgbox(response.statusMessage, "Quickbooks ERROR # " + response, 16 )
endif
//Relinquish the communication channel with QuickBooks
sessionManager.EndSession()
sessionManager.CloseConnection()
sessionManager = NULL
release sessionManager
Post by Mark
Frank,
That would also work for me, tho I heard Quicken dropped the import of QIF files in Quicken 2005. Know whether that is true?
Also, can you share any details on how I would get the data into Quickbooks. I figure whatever I write out to a QIF file would need to allow Quicken to create an AR Account for the customer if it is not there, then post the invoice, payment, or adjustment to that account. Am only interested in this accounts receivable data.
Any details much appreciated. Or maybe you have some written docs or reference on how this is done.
Thanks again,
Mark
Mark,
I think it can be done directly if yogurt use their SDK
I just create a QIF file and the client uses the QuickBooks Import
function to get it in
Frank Polan
Post by Mark
I need to write accounts receivable items from a Plus table into Quickbooks, like billings, payments, and adjustments.
Anyone know how this can be done, or maybe have some code to share?
Many thanks,
Mark
Mark
2008-09-29 04:53:36 UTC
Permalink
Ira,

This is great...just what I was looking for.

Many thanks,
Mark
Post by Ira Berkowitz
Quickbooks has vendors and customers. You can check for the existence of either and then post transactions against them. Almost all QB transactions have SDK equivilents.
http://doc.qodbc.com/qodbc/Qodbc_20_us.html
Post by Mark
Ira,
Many thanks for this. This is very helpful.
Most of what I need to understand the process is here. But these fields all refer to a vendor, tho my AR task is to add clients with money due.
The fields below are self explanatory for the most part, but is there a reference list of what fields are available for vendors, clients, invoices, payments, etc. maybe on Intuit's web site or in downloadable documentation?
- checking to see if the client is already there
- if not add them
- then add the transaction related to that client.
Am I oversimplifying this?
Again, many thanks,
Mark
Post by Ira Berkowitz
here is an example of using the quickbooks SDK to add a new customer to quickbooks from a dbase table. before you can do this you must download and install the SDK from inuits website and make sure the the version for the sdk matches the quickbooks version you are using. The basic pattern works for all quickbooks activities.
sessionManager = New OleAutoClient("QBFC6.QBSessionManager")
sessionManager.OpenConnection("","appName") &&appName = your application
sessionManager.BeginSession("",2)
requestMsgSet = sessionManager.CreateMsgSetRequest("US",3,0) && 3 = sdk version
CustomerAddRq= requestMsgSet.AppendCustomerAddRq()
CustomerAddRq.Name.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.Contact.SetValue(_app.custform.notebook1.entryfieldcustcontact11.value)
CustomerAddRq.CompanyName.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.Phone.SetValue(_app.custform.notebook1.entryfieldcustphone11.value)
CustomerAddRq.AltPhone.SetValue(_app.custform.notebook1.entryfieldcustphone21.value)
CustomerAddRq.Email.SetValue(_app.custform.notebook1.entryfieldcustemail1.value)
CustomerAddRq.Fax.SetValue(_app.custform.notebook1.entryfieldcustfax1.value)
CustomerAddRq.AltContact.SetValue(_app.custform.notebook1.entryfieldcustcontact21.value)
CustomerAddRq.BillAddress.Addr1.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.BillAddress.Addr2.SetValue(_app.custform.notebook1.entryfieldcustAddress1.value)
CustomerAddRq.BillAddress.Addr3.SetValue(_app.custform.notebook1.entryfieldcustSuite1.value)
CustomerAddRq.BillAddress.City.SetValue(_app.custform.notebook1.entryfieldcustCity1.value)
CustomerAddRq.BillAddress.State.SetValue(_app.custform.notebook1.COMBOBOXCUSTSTATE1.value)
CustomerAddRq.BillAddress.PostalCode.SetValue(_app.custform.notebook1.entryfieldcustZip1.value)
***ship to address
CustomerAddRq.ShipAddress.Addr1.SetValue(_app.custform.notebook1.entryfieldcustname1.value)
CustomerAddRq.ShipAddress.Addr2.SetValue(_app.custform.notebook1.entryfieldcustAddress1.value)
(_app.custform.notebook1.entryfieldcustSuite1.value)
CustomerAddRq.ShipAddress.Addr3.SetValue(_app.custform.notebook1.entryfieldcustSuite1.value)
CustomerAddRq.ShipAddress.City.SetValue(_app.custform.notebook1.entryfieldcustCity1.value)
CustomerAddRq.ShipAddress.State.SetValue(_app.custform.notebook1.COMBOBOXCUSTSTATE1.value)
CustomerAddRq.ShipAddress.PostalCode.SetValue(_app.custform.notebook1.entryfieldcustZip1.value)
CustomerAddRq.CreditLimit.SetValue(_app.custform.notebook1.spinboxCreditLimit1.value)
(_app.custform.notebook1.COMBOBOX1.value)
CustomerAddRq.CustomerTypeRef.FullName.SetValue(_app.custform.notebook1.COMBOBOX1.value)
CustomerAddRq.TermsRef.FullName.SetValue("Net 15")
// Send the request set to QuickBooks
responseSet = sessionManager.DoRequests(requestMsgSet)
//Check response status and data
responseXML = responseSet.ToXMLString()
responseList = responseSet.ResponseList
response = responseList.GetAt(0)
if response.StatusCode = 0
vendorRet = response.Detail
ListID1 = VendorRet.ListID.GetValue()
//save listid to database field
_app.custlist.fields['listid'].value = ListID1
_app.custlist.save()
VendorName1 = VendorRet.CompanyName.GetValue()
box = msgbox(VendorName1 + " has been added to Quickbooks", "Quickbooks Vendor Modify", 64 )
else
box = msgbox(response.statusMessage, "Quickbooks ERROR # " + response, 16 )
endif
//Relinquish the communication channel with QuickBooks
sessionManager.EndSession()
sessionManager.CloseConnection()
sessionManager = NULL
release sessionManager
Post by Mark
Frank,
That would also work for me, tho I heard Quicken dropped the import of QIF files in Quicken 2005. Know whether that is true?
Also, can you share any details on how I would get the data into Quickbooks. I figure whatever I write out to a QIF file would need to allow Quicken to create an AR Account for the customer if it is not there, then post the invoice, payment, or adjustment to that account. Am only interested in this accounts receivable data.
Any details much appreciated. Or maybe you have some written docs or reference on how this is done.
Thanks again,
Mark
Mark,
I think it can be done directly if yogurt use their SDK
I just create a QIF file and the client uses the QuickBooks Import
function to get it in
Frank Polan
Post by Mark
I need to write accounts receivable items from a Plus table into Quickbooks, like billings, payments, and adjustments.
Anyone know how this can be done, or maybe have some code to share?
Many thanks,
Mark
Frank J. Polan
2008-09-24 18:54:08 UTC
Permalink
Mark,

I think it can be done directly if yogurt use their SDK

I just create a QIF file and the client uses the QuickBooks Import
function to get it in

Frank Polan
Post by Mark
I need to write accounts receivable items from a Plus table into Quickbooks, like billings, payments, and adjustments.
Anyone know how this can be done, or maybe have some code to share?
Many thanks,
Mark
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