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QuickBooks
integration for almost any system - import or export
QuickBooks data easily. Works with text files, XL, MS
Access or other SQL database formats. Simple, one-time
setup. Can run on a schedule unattended.
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| I
have to transfer all QuickBooks data from
one company file to another. Can I use DFM? |
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DFM is designed as a one-time setup tool.
For each transaction you want to transfer
into or from QuickBooks, you will need to
complete this setup. If you wish to transfer
everything from one company file
to another, you will have to consider the
cost of doing such setup for each type of
transaction. For example, if everything
includes a long list of about 20 to
30 transactions - customers, invoices, bills,
journal etc. your setup could be quite involved.
You can view
the online demo to understand the setup
process. |
| Can
DFM export or import any data in
QuickBooks? |
| DFM
can work with most QuickBooks data, but a
few exceptions. While all lists and transactions
are enabled in DFM, reports are not supported.
If you need to get the data behind a report,
consider the underlying transactions that
are displayed on that report. Employee payroll
data is another area which is not fully enabled
in DFM. While employee info and timesheet
info is supported, payroll and tax data is
not enabled by QuickBooks for 3rd party data
transfer. Therefore, it is a limitation for
DFM. |
| How
can I transfer data from one QuickBooks company
file to another? |
| You
will use a 2-step process to accomplish this.
Use DFM to setup an export from your first
company and store the data in a temporary
file such as XL. Use this file to import the
data into your second QuickBooks company file.
Once transferred, you can discard the temporary
file. |
| How
many user licenses do I need? |
| Since
DFM is used to import or export QuickBooks
data, in most cases a single user license
will be sufficient. Although you may have
many users with QuickBooks, only one user
may process the data transfer. However, if
you need more users, we sell 5-user license
as well. |
| How
many DFM work when there are multiple users
in QuickBooks? |
| DFM
runs as a QuickBooks user on the machine where
it is installed. For the duration of the export
or import process, QuickBooks will count DFM
as one user. The user login is what you configure
when you grant permissions to DFM application
in QuickBooks (part of initial setup done
one-time). If there are other users working
on the same record being updated by DFM, either
the user or DFM will get a reject message
from QuickBooks notifying that more than one
person is trying to access the same data. |
| What
if DFM isn't right for me? |
| There
is a 15-day
FREE trial which will help you
decide if DFM is right for you. However, if
you purchase DFM and you are not 100% satisfied,
return it within 30 days for a full refund
on purchase price. |
| Is
it easy to setup DFM? |
| DFM is
a desktop software installed on your local
computer where QuickBooks is also installed.
You will then configure DFM for the way you
want to use it. The setup time will depend
upon the data you need to transfer to QuickBooks. |
| What
kind of help can I get in using the product? |
| 30-day
free unlimited support is included with all
license purchase. You can purchase annual
support contract to ensure ongoing
coverage beyond 30-day period. |
Back
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$299
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"Until I found Data Flow, I thought I was going
to have to spend over $70,000 for a complete new custom
designed system (Navision or Great Plains)! Now, with
Dataflow Manager, I automatically import/append items,
customers, vendors, invoices and bills every hour from
our old system to QuickBooks Enterprise. Awesome..Easy..Simple
to setup.. GREAT VALUE!!"
- Edward , JordanPaige
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