What is Your Favorite Approach to QuickBooks Integration?

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For those of you doing small business consulting whose clients use QuickBooks, what is your approach to QuickBooks integration?

I’ve been consulting for 20-plus years, and I know QBooks very well. I’ve even used Transaction Pro Importer (they have changed their name), and QODBC. So I’m extremely aware of the difficulties of extracting data from their database (which isn’t really a relational database).

Currently, I’m running reports, converting to Excel, and running macros to at least get the data in a readable, 2×2 format. If I need to unwrangle further, I do.

I’d be remiss if I didn’t ask you guys about your secrets to QuickBooks integration with Quantrix. Any tips other than Excel-based exports?

Incidentally, the techniques above take 10-15 minutes monthly per client. I just don’t like having to manually intervene in the process.

Tahir Answered question November 30, 2020

Thanks, Rich! And that makes complete sense – I like your idea of pushing to SQL server.

mgandy Answered question November 18, 2020
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