As a workflow specialist, I find myself manipulating large amounts of data almost every single day. Thanks to CDATA’s ability to call on Intuit’s software development kit to display the company file information inside of Microsoft Excel, we can quickly add, update, or remove transactions in bulk.
Recently, while helping Lynda Artesani with a large file conversion from CosmoLex Practice Management software over to QuickBooks Online Advanced and LeanLaw, we needed a way to import over 400 invoices and the custom data point the law firm had been tracking. To accomplish this task, we was able to use CDATA, a data import tool that works with Microsoft Excel. After mapping out the data fields extracted from CosmoLex with the necessary fields in QuickBooks Online, we were able to push all the invoice data into the new company file in less than an hour, except for the custom fields. With more than three custom data points being tracked, and no access to the fields through the SDK, it required someone to manually add the values to each of the 400 invoices.
Due to the timing of this project, the new custom fields were not available for use in the batch invoicing CSV import option and the copy and paste feature also did not exist. While these new features have made it much easier to import the basic invoice data, they still do not allow a user to past in values through the custom fields.