Import Orders Using an Excel Spreadsheet saved as a .csv file

Started by bcogan6502, August 29, 2011, 03:12:31 PM

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bcogan6502

I've had to try and figure out a way to get orders created in QuickBooks into SuperManager.  I noticed that you can create import templates, so I created one based on a custom report that I created in QuickBooks that I export to Excel, clean-up, and save as a csv file. 

I was also successfull in designing an import template using the variables defined in the appendix of the user manual. 

But now I can't seem to find a way to run the import.  I noticed other people wanting to do the same type of thing but with specific shopping cart info.

Is it not possible to build a custom input template and use it in SM?

qbsrox

Hi there,

I am just curious, why would you want to export out of QB to SM?  Normally QBs is the main db. 

Thanks!
Rox
Certified QuickBooks Pro Advisor
www.consulting4qb.com

bcogan6502

We have created a vendor export in SM and some of our non-web orders are being entered into QB to simplify it for the order people.  We want to be able to combine the online orders and the QB orders to create the export file for the vendor, something we can't do in QB.