In my app I created a register and simple accounting functions. I would like to be able to create IIF files(or another way) to get the transactions I enter into the app to be transferred into Quickbooks.
Quickbooks still has a lot more features that I would like to keep, but with my app, I was able to create automation which made accounting a lot easier, and a lot less work. So as I get new members it automatically creates the transaction records I need. Also I feel a little more confident if later I find out that my accounting part is to much work to keep up I’ll still have a backup in Quickbooks.
Does anyone know a way to export the transaction data into quickbooks?
just use Quickbooks API to do that
Are you referring to a plugin? I see there are several plugins, but non of them seem to do what I’m looking for.
To clarify, I’m using the Quickbooks Mac Desktop version(not Quickbooks Online).
then you can try export as CSV and covert file to IIF there a tools existing for that
From what I can tell the exporting is done on the bubble admin side. Ideally, I was looking for a solution that can be done on the user end. Am I missing something?
There’s a node library to do that just convert it to bubble plugin
I think you are talking way above my understanding. What’s a node library?
node library can be use to create a plugin…but if you are implemented the exporting on the admin persona…you just need to some condition to make the normal user export their data.
So basically there is no easy way to do this?
I have Data type of Transactions, and I’ve set it up as a Double Entry accounting system, since that matches what Quickbooks does. I know Quickbooks uses IIF to import, but I don’t have the first clue on how to make that. I would have to somehow get it so the accounts I’ve created in my Bubble App will map to the accounts I’ve made in Quickbooks, and then create the IIF with the information which can feed into Quickbooks.
I was hoping someone has done this before, and could give me a little more detailed explanation on how it’s done. I’m not a programmer, and that’s why I’m using Bubble. Most the stuff you’re saying I’m not following what you mean. I have a very limited understanding on all of this.
Hey @eric10 ,
I’m picking up what you are putting down. Lou is telling you you can use the Quickbooks API to create a plugin. If you are interested into reading about how Bubble plugins work, you can check out their docs here. However, it sounds like this is not within your wheelhouse, which is more than understandable. Bubble creates an interesting diversity of users in that it offers development tools for non-programmers but also draws the programmers as well, creating more than entertaining discourse when it comes to these topics.
A plugin would be ideal, and it is something you could consider pursuing in the long-term. It would require some study, but its nothing someone like yourself who went out of their way to learn Bubble, a self-learner, couldn’t figure out. There are a lot of resources out there about how to build plugins. But for the time being I think there are other options for you here.
I did a quick google search for “convert csv to iff file” and found this tool. which converts CSVs to IFFs. In this case, you can set up an “Export as CSV File” function in Bubble (here is a thread on that) and here is another potential resource on exporting. You could export the file as any number of file types but CSV is a safe bet for what you are doing I’d say. Then you’d manually convert the file and upload it into your Quickbooks. Mind the format requirements though, which it sounds like you already have.
You can set it up so that you either:
- Manually export the CSV file via a button. i.e. set up a button that triggers an “Export file as CSV”
- Set up an automated/timed reminder to download/email of the download.
- I’m sure there are other options but those are what come to mind here.
If you really want to get into the automation, I have a feeling you can find an automation workflow using a tool like Zapier to connect your Bubble app and your Quickbooks account. They’re pretty good at those things.
Best of luck!
Thank you Jake, you’ve given me a lot to go through. It might take me some time to figure this all out. Thank you for the guidence.
Not a problem @eric10 , feel free to message/reply with any other questions! The community here is more than happy to support.
Hello Jake, I’ve not had a lot of time lately, so I know this is a delayed response.
I’ve looked over what you shared, and it seems the CSV2IIF software is now Transactions, and it’s $100. Seems a little pricey for something that converts a file format. I’ve tried searching for other options, but all the websites seems to lead back to this same app.
I’ve not taken a deep dive into the “Download CSV from Repeating Group” plugin, but it’s a little concerning all the negative comments about it not working, or there are few instructions on setting it up.
I’m more surprised there are not more people who have transactions from their Bubble apps which they need to import into Quickbooks. I would love to create a plugin myself, but I already inversted a huge amount of time into learning how to build my bubble app, and I just don’t have the time to learn something new. This group I’m doing this for is a side project, so I just can’t justify taking more time off my day job to invest in learning how to create plugins. Again, I’m just a little surprised others don’t have this issue and a solution has already been built.