BizzelTech.QuickBooks 1.0.2

BizzelTech.QuickBooks - QuickBooks Data Processing Library

A comprehensive .NET library specifically designed for QuickBooks data processing, parsing, and export capabilities. Built to seamlessly integrate with BizzelTech.Excel for professional data exports.

🎯 What is BizzelTech.QuickBooks?

BizzelTech.QuickBooks is a specialized library that provides:

• Complete QuickBooks data models for all major entities (Customers, Vendors, Items, Transactions, etc.)
• Excel export capabilities using BizzelTech.Excel integration for beautiful, formatted reports
• CSV export functionality for data integration and analysis
• Extensible framework for QuickBooks file reading and processing
• Professional formatting with currency, date, and business-appropriate styling

🚀 Quick Start

Installation

dotnet add package BizzelTech.QuickBooks

Basic Usage

using BizzelTech.QuickBooks.Models;
using BizzelTech.QuickBooks.Services;

// Create QuickBooks data
var quickBooksData = new QuickBooksData
{
    CompanyName = "Acme Corporation",
    Customers = new List<Customer>
    {
        new Customer 
        { 
            Name = "Client ABC", 
            Balance = 15000.00m,
            Email = "contact@clientabc.com"
        }
    },
    Transactions = new List<Transaction>
    {
        new Transaction
        {
            Date = DateTime.Now,
            Type = "Invoice",
            Customer = "Client ABC",
            Amount = 5000.00m,
            Description = "Consulting services"
        }
    }
};

// Export to Excel with professional formatting
var exporter = new DataExporter(logger);
await exporter.ExportToExcelAsync(quickBooksData, "company_report.xlsx");

// Export to CSV files
await exporter.ExportToCsvAsync(quickBooksData, "csv_exports/");

📊 Core Features

QuickBooks Data Models

Complete set of business entities:

• Customer - Client information, balances, contact details
• Vendor - Supplier information, payment terms
• Item - Products and services with pricing
• Transaction - Invoices, payments, expenses
• Account - Chart of accounts structure
• Employee - Payroll and HR information

Excel Export with BizzelTech.Excel Integration

• Multi-worksheet reports - Separate tabs for each data type
• Professional formatting - Headers, styling, currency formatting
• Summary worksheets - Company overview and key metrics
• Automatic calculations - Totals, balances, and formulas

CSV Export for Data Integration

• Separate CSV files for each entity type
• Standard formatting for easy import into other systems
• Configurable delimiters and formatting options

🔧 Advanced Usage

Dependency Injection

// Program.cs or Startup.cs
services.AddTransient<IDataExporter, DataExporter>();
services.AddTransient<IQuickBooksReader, QuickBooksFileReader>();

// Usage in your services
public class ReportingService
{
    private readonly IDataExporter _exporter;
    
    public ReportingService(IDataExporter exporter)
    {
        _exporter = exporter;
    }
    
    public async Task GenerateMonthlyReportAsync(QuickBooksData data)
    {
        await _exporter.ExportToExcelAsync(data, "monthly_report.xlsx");
    }
}

Custom Export Options

var exportOptions = new ExportOptions
{
    IncludeSummary = true,
    CurrencyFormat = "$#,##0.00",
    DateFormat = "MM/dd/yyyy",
    CompanyLogo = "path/to/logo.png"
};

await exporter.ExportToExcelAsync(quickBooksData, "report.xlsx", exportOptions);

📁 Sample Application

A complete sample application is available showing:

• Data model creation
• Excel export with formatting
• CSV export capabilities
• Dependency injection setup
• Logging integration

# Clone and run the sample
git clone https://github.com/yourusername/BizzelTools.git
cd BizzelTools/samples/BizzelTools.QuickBooks.Sample
dotnet run

🏗️ Architecture

Service Pattern

• IDataExporter - Interface for export operations
• IQuickBooksReader - Interface for file reading (extensible)
• Clean separation of concerns with dependency injection

Integration Design

• Seamless BizzelTech.Excel integration - No need to learn multiple APIs
• Consistent patterns across the BizzelTech ecosystem
• Extensible framework - Easy to add new export formats

📋 Requirements

• .NET 8.0 or later (supports .NET 8, 9, and 10)
• BizzelTech.Excel 1.0.2 (automatically included)
• CsvHelper 33.1.0 (for CSV operations)
• Microsoft.Extensions.Logging.Abstractions 9.0.0 (for logging)

📈 Use Cases

Financial Reporting

• Generate monthly/quarterly financial reports
• Export customer aging reports
• Create vendor payment summaries

Data Migration

• Export QuickBooks data for system migrations
• Generate CSV files for third-party integrations
• Create backup reports in Excel format

Business Analytics

• Customer analysis and segmentation
• Transaction trend reporting
• Vendor performance analysis

🔄 Integration with BizzelTech.Excel

BizzelTech.QuickBooks is designed to work seamlessly with BizzelTech.Excel:

// The DataExporter automatically uses BizzelTech.Excel's fluent API
var exporter = new DataExporter(logger);

// Results in professional Excel files with:
// - Multiple worksheets (Customers, Vendors, Transactions, etc.)
// - Formatted headers with bold text and background colors
// - Currency formatting for all monetary fields
// - Date formatting for transaction dates
// - Summary worksheet with company overview and totals
await exporter.ExportToExcelAsync(quickBooksData, "professional_report.xlsx");

📚 Documentation & Support

• Package on NuGet: BizzelTech.QuickBooks
• Source Code: GitHub Repository
• Sample Application: Complete working example included
• API Documentation: IntelliSense and XML documentation included

🤝 Related Packages

• BizzelTech.Excel - Excel generation library with fluent API

📄 License

This project is licensed under the MIT License. See the LICENSE file for details.

BizzelTech.QuickBooks - Professional QuickBooks data processing for .NET applications.

Built for developers who need reliable, well-documented tools for business data processing.