| Import
and export QuickBooks data |
| DFM
can export or import almost any type
of QuickBooks data from lists such as
customers, vendors, items to transactions
like sales receipts, invoices, bills,
checks, journal entries. You can use
DFM to automate any manual data entry
in QuickBooks. |
| Add
new data or update data in QuickBooks |
| You
can choose to add new records only or
add new as well as update any existing
data in QuickBooks so you do not have
duplicates in your QuickBooks file.
This is particularly useful for working
with customer or item data where you
want to make modifications. |
| Supports
many data formats |
| DFM
can transfer data from text files -
comma-separated (CSV) or tab-delimited
formats, XL file, MS Access database
or any other SQL database. When working
with text files, DFM gives you flexibility
in file layout. You can choose the field
layout in any order that is appropriate
for you. |
| eZee
wizard |
| The
menu in the software makes it easy to
setup the export/import process. A wizard
walks you through the setup, step by
step asking you to make appropriate
selections. DFM has the power of flexibility,
yet it is easy to use. |
| Comprehensive
field mapping |
| While
you can work with the default setup
for common tasks, advanced users will
appreciate the data manipulations that
are made possible by DFM. You can have
the system do simple calculations on
numeric data or put together text data
with appropriate comma separator. |
| Batch
processing |
| Group
multiple export/import jobs into one
batch and run them in sequence so that
the entire batch can run unattended.
For example, if you use a billing system
outside QuickBooks and simply need to
update QuickBooks once daily, setup
a batch with 2 jobs - first to create
new or update customers and second to
record the invoices in QuickBooks for
those customers. When you run the batch,
DFM will do both the import jobs one
after another. |
| Logging
exceptions |
| Everytime
you import/export QuickBooks data, DFM
maintains a log noting how many records
were added, updated or deleted in QuickBooks.
From time to time, you can review the
log to see if any data was rejected
by QuickBooks and handle exceptions
manually. |
| QuickBooks
import/export on a schedule |
| Setup
your interface one time and set it to
run on a schedule - every evening at
6pm, once a week, monthly etc. The system
runs the job automatically and results
are available in the log for your review. |
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