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Data Flow Manager
Automate Postings From Loan Servicing Systems to QuickBooks

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FEATURES

Import and export QuickBooks data

DFM can export or import almost any type of QuickBooks data from lists such as customers, vendors, items to transactions like sales receipts, invoices, bills, checks, journal entries. You can use DFM to automate any manual data entry in QuickBooks.

Add new or update data in QuickBooks

You can choose to add new records only or add new as well as update any existing data in QuickBooks so you do not have duplicates in your QuickBooks file. This is particularly useful for working with customer or item data where you want to make modifications.

Supports many data formats

DFM can transfer data from text files - comma-separated (CSV) or tab-delimited formats, XL file, MS Access database or any other SQL database. When working with text files, DFM gives you flexibility in file layout. You can choose the field layout in any order that is appropriate for you.

Data Wizard

The menu in the software makes it easy to setup the export/import process. A wizard walks you through the setup, step by step asking you to make appropriate selections. DFM has the power of flexibility, yet it is easy to use.

Comprehensive field mapping

While you can work with the default setup for common tasks, advanced users will appreciate the data manipulations that are made possible by DFM. You can have the system do simple calculations on numeric data or put together text data with appropriate comma separator.

Batch processing

Group multiple export/import jobs into one batch and run them in sequence so that the entire batch can run unattended. For example, if you use a billing system outside QuickBooks and simply need to update QuickBooks once daily, setup a batch with 2 jobs - first to create new or update customers and second to record the invoices in QuickBooks for those customers. When you run the batch, DFM will do both the import jobs one after another.

Logging exceptions

Every time you import/export QuickBooks data, DFM maintains a log noting how many records were added, updated or deleted in QuickBooks. From time to time, you can review the log to see if any data was rejected by QuickBooks and handle exceptions manually.

QuickBooks import on schedule

Setup your interface one time and set it to run on a schedule - every evening at 6pm, once a week, monthly etc. The system runs the job automatically and results are available in the log for your review.

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