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Data Transfer Utility

Add-Ons

This page lists programs that can change data that is being transferred by the Data Transfer Utility. These programs are free.

1. Add Class (9.05)

If you are are merging QuickBooks files and you want each file to show as a separate class in the merged file, use this program to add a class to the transactions as there are being transferred. The program only adds a class if the transactions are un-classed. It doesn't change any existing classes in the data being transferred. You can edit the data being transferred using WordPad if you need to change existing classes.

To use this program, (AddClassToTransactions.mde)

1. Export the transactions from QuickBooks using the Data Transfer Utility versions 5 to 11 (if your are doing email transfers in the Data Transfer Utility, run this program after clicking the "Verify" button on the Email Transfer screen.)
2. Don't exit the Data Transfer Utility.
3. Start this program by double clicking the Add Class icon that will be added to your desktop when the this program is installed..
4. Follow the instructions the main screen of the program
5. Exit this program
6. Return to the Data Transfer Utility and import the data.

This program can add a class to Bills, Statement Charges, Checks, Credit Card, Credit Memo, Estimate, Invoice, Journal Entry, Purchase Order, Sales Order, Sales Receipt, Vendor Credits

In QuickBooks, classes can't be added to Bill Payment Checks, Receive Payments and Transfers.

QuickBooks allows classes for the following but the program is not capable of adding these classes now. Deposit, Inventory Adjustment, Item Receipt and
Time Tracking (hours)

Click at right to download this program AddClassToTransactions.exe Double click on the downloaded file to install the program.

2. Add Ref Number To Bills (8.05)

When Bills, Item Receipts and Vendor Credits are transferred with the Data Transfer Utility, two or more of these transactions can't have the same vendor, date and reference number. Use this program to add a reference number to these transactions to avoid having two or more of these transactions with the same vendor, date and reference number. This programs works with QuickBooks 2009 and later. As of 08/21/10 can add reference to Item Receipts in addition to Bills. (v 8.04) . As of 08/17/11 (8.05) includes Vendor Credits in the re-numbering process.

Click at right to download this program. Add Ref Number To Bills 8 Double click on the downloaded file to install the program.

3. Open Orders Transfer Utility (10.04)

Use this program if you need to transfer just currently open Sales Orders and Purchase Orders.

This program works with

1. US QuickBooks 2007 to 2010 (pro version or higher) and US Enterprise to 10.
2. CA QuickBooks 2008 to 2010
3. UK QuickBooks 2010 (Purchase Orders Only)

The program requires either:

1. Microsoft Access 2000 to 2010 or

2. The free Microsoft Access Runtime engine from
http://www.q2q.us/downloads/ARTInstall.exe

Click at right to download this program. Open Orders Transfer Utility 10 Double click on the downloaded file to install the program.

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