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148878 Quickbooks Data Export

The project has the goal of sending order information from Quickbooks as a text file to a third-party warehouse for importing these data into their shipping program.

We figured that we have to run a couple of reports in QB, since we could not find any sales report that would include BOTH bill and ship-to addresses for customers. Thus one report is general customer information, and one is a sales report. We export the two reports to Excel and from there into tables in Access, where we match up the orders to the correct customer information.

The challenge that has us stuck is the exporting of these data into a suitable text file. Let's say there are customers A, B and C. Each has a distinct order number I, II, and III, and each order has at least one item, but may have more. The text file that we are asked to send to the fulfillment warehouse shall start each new order with a text field "SO", and each order item with the text field "Text". All fields in the text file shall be comma delimited. The finished file should look something like this:

"SO" (to designate new order record), "Order number I", "all customer A information fields", "shipping for this order", "tax for this order", "Item" (this is marking the beginning of item detail data for the order), "item1", "descr1", qty1, price1, "item2", "descr2", qty2, price2, etc..."SO" - for the beginning of the next order. When running a query in Access to combine the data in the desired sequence, it repeats order number and all customer and order information for each individual item on the order. We want to suppress this repetition, have this information only once at the beginning of the text record and items after that. This is obviously only a problem if there are more than 1 item (sku) in the order.

While we would welcome any simplification of the procedure of getting the relevant information out of Quickbooks, we are particularly stuck at the creation of the query or table that can be exported to the required text file, where unique customer and order information only shows once at the beginning of the text record and however many items after that.

Upon request, samples of the desired text file can be provided.

Kỹ năng: Bất kì công việc gì, Lập trình C, Delphi, Visual Basic

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Về Bên Thuê:
( 30 nhận xét ) Penticton, Canada

Mã Dự Án: #1895057

Đã trao cho:

slavals

Can be done. Thanks

$250 USD trong 4 ngày
(0 Đánh Giá)
0.0