505:505 -- Migrating from QuickBooks

2007-11-19
2013-03-08
  • Howdy All,

    John Rogelstad posted in another topic about the Most Wanted features of the API.  In passing he mentioned demand to migrate data from QuickBooks.  Since that will most likely be a very popular topic, I decided to start it here.

    Migrating from QuickBooks would be an excellent value-add for resellers.  A while back I looked into what it''d take to do such a thing (data export from QB).  At that point, the only way to get the data was to purchase a third-party \"adapter\" that provided an ODBC connection to the QuickBooks database.  The information you got depended on how much you wanted to pay; if I remember correctly, $99 got you the vendors and customers, a bit more also got you the inventory, and even more got you vendors, customers, inventory, and invoice/PO/Quotes.

    Perhaps today QB is more lenient about what they''ll let you export for free, but I''m not sure.

    Another pertinent question: If a company migrates between accounting applications mid-year, what do they want to migrate?  It might be tricky to attempt to import all PO''s, checks, invoices, etc. and have the books balance at the end.  Instead, a company could migrate everything else, close one month out, and then start the new month on the new package.

    Thoughts?
    --J -- Read more at http://www.xtuple.org/phpBB2/viewtopic.php?t=505

     
    • I see that Intuit will let you download a QuickBooks developer SDK at no charge when you register with their site.  I haven''t taken a good look at it as I don''t have any Windows boxes around that don''t belong to my employer - but this might be easier than using ODBC, if we can simply use the SDK to pull the data out and directly insert it into PostBooks...

      http://developer.intuit.com/QuickBooksSDK/qbsdk.asp

      I wonder if any part of their license agreement prohibits such use of the SDK.

      Cheers,
      -Josh -- Read more at http://www.xtuple.org/phpBB2/viewtopic.php?t=505

       
    • We are presently using SQL-Ledger. I don''t believe we are alone in wanting to move away from this
      package. However, the problem of importing all our data into a new package is non trivial. At the
      very least we would want to import
      1) the customer list
      2) the vendor list
      3) the parts list + BOMs
      4) the accounts list
      Of course there maybe some translation required but Postbooks must keep most if not all the
      same data in some form. With these four imports, we could at least start the new financial year
      with your package.

      If we could import the sales and purchase orders etc that would really be cool. Then we could convert
      at any time.

      Cheers
      John -- Read more at http://www.xtuple.org/phpBB2/viewtopic.php?t=505

       
    • We actually use the QuickBooks SDK and have found it fairly capable...although not very open.  The datastore isn''t really what most of us would think of as a database, it''s proprietary and not ODBC friendly.  We currently use the SDK to synchronize items and customers between QuickBooks and a MySQL database.  The SDK is definitely tilted toward Windows development and we actually use VBScript with it in order to make it easy/quick to adapt. 

      It''s been awhile since we wrote these integrations, but I''d be happy to be involved.

      - Scott -- Read more at http://www.xtuple.org/phpBB2/viewtopic.php?t=505

       
    • We currently support the importing of customers and sales orders.  All that would need to happen there is to define a routine for exporting the data from SQL-Ledger into a CSV format, then creating what we can an \"atlas\" which is a GUI defined map in our CSV Import tool.  Have you taken a look at that?

      As to the other data points, we are actively seeking parties who would be interested in sponsoring or contributing code to expand the current API functionality.

      I will be working on a comprehensive white paper for the API this week.

      John -- Read more at http://www.xtuple.org/phpBB2/viewtopic.php?t=505

       
    • I may be covering old ground here, but has anyone tried reading the QB database using any of the Sybase ODBC drivers? Intuit embedded Sybase into Quickbooks starting with QB 2006. -- Read more at http://www.xtuple.org/phpBB2/viewtopic.php?t=505

       
    • We''re currently using quickbooks pro 2006. We tried to hack together our own erp with qodbc. It is painfully slow at times, however, for $99 and unlimited reads, is absolutely worthy for use of extracting data from QuickBooks. Even though this is possible, when we switch to our next implementation, we''ll start from scratch. :)

      fwiw: we''re using qodbc driver with scripts to download customer information from our website and also create a text summary of credit card charges for import to our credit card software. I do not recommend qb or qodbc for companies with over 3000 customers or 10 invoices per day.

      chris -- Read more at http://www.xtuple.org/phpBB2/viewtopic.php?t=505