Quick Books Data Import using IIF files / Mapping required


we are currently setting up to use Qbooks 2010 with our business. We do not create new accounts by manually entering in the data one by one via QBooks but rather import an Excel file which automatically converts to an .IIF format recognized by QBooks. When we initiate the import process to create new accounts from within QB, a template pops up in Excel and we simply copy and paste the data into the appropriate cells then click add data and QB does the rest. Accounts are successfully created. If I need to modify the contents of an account (general contact info) I simply use that same process & template making sure that the Company name is in the company name filed because it appears that QB searches for this field to make mods to an account. I tried using the contact name leaving the company name out to see what would happen and a new account was created. That said the IIF files searches for the company name then makes changes to the contents of that specific file.

My challenge:

I need to create an IIF file that can be used to import transaction data into my customers files from reports that we export to Excel from our credit card processing partner. This would include general transaction such as payments from customers, Credit card refunds to customers etc. Reference:[url removed, login to view]

I’m told from QB support that this would require special mapping using the available fields within QB since we do not receive the customers company name from our processing partner. Therefore we would have to map this to the contact name on file in order to update the transactions.

If you have experience in this field and are familiar with my requirements, kindly let me know ASAP. We have samples of data from our credit card processing partners as well will give full access to whatever may be required to assist you.

just updated the available job types

Habilidades: Processamento de dados, Excel, Intuit QuickBooks, Assistente virtual

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Acerca do Empregador:
( 77 comentários ) montreal, Canada

ID do Projeto: #586143

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Hello Sir Please Check Inbox for bid detail and previous QB work references. Thanks

$1350 USD em 30 dias
(28 Comentários)

10 freelancers estão ofertando em média $472 para esse trabalho


Hi, I am interested in this project and ready to start immediately. Please see PMB. Regards!

$260 USD em 1 dia
(2 Comentários)

I'm very much interested work with Quick Books.

$250 USD in 15 dias
(0 Comentários)

hi i m acountant i can work on quick book but further u have to assist me the work u will provide me i will not let u down for better result du can mail me regarding full deatils of u r work i will not u let down Mais

$253 USD in 15 dias
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I am a good Data Entry Operoator. I am working in this field since 2006. My experience is 4 year. I am a professional DEO. I have been doing work in different companies as DEO.

$250 USD em 1 dia
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I just completed an IIF job for another client and was able to map over 400 transactions from Excel. How many transactions do you have to import? I've worked with IIF files several times now, have experienced the diffi Mais

$550 USD em 1 dia
(0 Comentários)

sir, I have previous experience for this job , if you assign me the job then I will complete the job properly .

$270 USD in 5 dias
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Im Currently working in a BPO company as programmer, i can do this, just simply provide me details for this project,i create programs like this every day on different projects we have......

$500 USD in 3 dias
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I have done this type of project and can be done [login to view URL] this type experience matters and its is easily delivered. Please do let me know if you want to be done quicker. I know the client satisfaction and how impor Mais

$555 USD in 8 dias
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I am a well experienced QuickBooks Accountant who participate in the Beta Testing of QuickBooks. I am also an IT specialist, and have a Masters degree in Engineering. I specialize in writing custom software for import/ Mais

$478 USD in 7 dias
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