Import Tax Invoice data generated from Access program

TooliniteToolinite Member Posts: 1
edited September 9 in Accounts Business Range

I want to import invoice data that is currently copied from pdf and pasted into invoice.

Times spent on a client are recorded in Outlook Calendar. Once a month the info is exported to a csv file. A little Access program sorts them into clients and prints a report with one client per page. That info is then copied and pasted from the pdf reports into Reckon Accounts Plus (used to be QuickBooks SBS 2003).

I want my Access program to output an iif file to import into Reckon.

Only about 20 invoices per month, with about 5-30 lines per invoice. Takes a few hours to do manually each month.

Looking for advice. Mark

Comments

Sign In or Register to comment.