Importing/Exporting QuickBooks Classes

Format the Data

This update allows you to do a mass update of QuickBooks classes. You must have the CSV file formatted in a way that Fishbowl knows what to do with the data. This is easiest to do with a spreadsheet program.

All fields will be of one type:

Text - A textual value. May contain any character, but if it contains a line break, comma or double quote, it must be wrapped with double quotes on both ends. If a field is wrapped, all text must be inside the double quotes. Double quotes in the text value must be doubled to import properly

CSV Fields Used to Update QuickBooks Classes.

Column Name	Type	Description
Name	Text	The QuickBooks class name. Required
Active	Text	Whether or not the class is active. Valid values are "TRUE" and "FALSE". If left blank, import will assume FALSE. *Required*

Creating a CSV file

In order to import your data, you must first export it to a CSV text file. All major spreadsheet programs can export data in this format. If you do not know how to export your data to a CSV file, please refer to the documentation of your spreadsheet program.

When exporting to CSV format, make sure to verify the following:

The data is formatted properly (see the first section)
The file must contain column names in the first row, using the column names in the table above.
Each class to be imported is on its own line
Commas are used to separate fields
Text values are surrounded by double quotes