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Package easy-quick-import
Short Description Import transactions, invoices and bills into QuickBooks Desktop from Excel or CSV
License MIT
Homepage https://github.com/karser/EasyQuickImport
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Informations about the package easy-quick-import
EasyQuickImport — Import transactions, invoices and bills into QuickBooks Desktop from Excel or CSV
EasyQuickImport is a tool that helps you import invoices, bills, transactions, customers and vendors into QuickBooks Desktop in multiple currencies in bulk.
Features
- Import of Journal Entries transactions, Single-line Invoices and bills. Import creates customers, and vendors automatically.
- Supported formats: csv, xlsx, xls
- Multicurrency support. The base currency can be USD, EUR or anything else. The currency of all your accounts is detected automatically (after you import the Chart of accounts).
- Cross Currency Transactions. Transfer between accounts of different currencies goes through the Undeposited funds account. EasyQuickImport doesn't affect the Undeposited funds balance because it uses the accurate historical exchange rate.
- Historical exchange rate. EasyQuickImport automatically obtains the exchange rate from European Central Bank on a given date for any currency for each transaction. You can use other exchange rate sources as well.
- Multi-tenancy: if you have multiple company files on the same computer, you can add them all to EasyQuickImport.
Getting started:
Either install sign up for a free cloud account.
Connect EasyQuickImport to QuickBooks Desktop
In EasyQuickImport:
Add a company file in Users, define username, password and specify the home currency. It's recommended to specify the company file location if you are going to use multiple company files on the same computer. Once it's done download the QWC file.
In Quickbooks click File / Update Web Services
Then Add an Application, in the file dialog select the downloaded QWC. Then click Yes, then select "When company file is open" and click continue. When it's done don't forget to specify the password that you defined in EasyQuickImport.
How to import invoices from Excel into QuickBooks Desktop
How to import transactions from Excel into QuickBooks Desktop
How to import bills and vendors from Excel into QuickBooks Desktop
How to import multicurrency transactions from Excel into QuickBooks Desktop
How to install EasyQuickImport
Docker setup
Here is docker-compose example with traefik v1.7
-
Create
docker-compose.ymlwith the following content: -
Tweak the environment variables and run
-
Check the logs and make sure migrations executed
-
Create a user
- Done! Now open
https://your-domain.comand log in with the user you just created.
Development setup
-
Clone the repo
-
Install packages with composer
- Copy
.envto.env.localand configure DATABASE_URL and DOMAIN -
Recreate the database
-
Create the user
- Run the server
Tests
phpstan
Lookup historical currency rate
All versions of easy-quick-import with dependencies
ext-ctype Version *
ext-gd Version *
ext-iconv Version *
ext-intl Version *
ext-sqlite3 Version *
ext-json Version *
consolibyte/quickbooks Version dev-qbxmlops130
craue/formflow-bundle Version ^3.3
doctrine/doctrine-bundle Version ^1.11
doctrine/doctrine-migrations-bundle Version ^2.0
doctrine/orm Version ^2.6
easycorp/easyadmin-bundle Version ^2.2
florianv/exchanger Version ^2.7
league/flysystem-webdav Version ^1.0.7
nyholm/psr7 Version ^1.1
oneup/flysystem-bundle Version ^3.1
php-http/guzzle6-adapter Version ^2.0
php-http/message Version ^1.7
phpoffice/phpspreadsheet Version ^1.7
ramsey/uuid Version ^4.0
symfony/amazon-mailer Version *
symfony/console Version *
symfony/dotenv Version *
symfony/flex Version ^1.1
symfony/form Version *
symfony/framework-bundle Version *
symfony/http-client Version *
symfony/mailer Version *
symfony/monolog-bundle Version ^3.5
symfony/security Version *
symfony/security-bundle Version *
symfony/serializer-pack Version ^1.0
symfony/translation Version *
symfony/twig-bundle Version *
symfony/validator Version *
symfony/yaml Version *
symfonycasts/reset-password-bundle Version ^1.1