Description:
In this video we show to you how to import bank transactions from excel / csv to QuickBooks Desktop Accountant or Enterprise
Video:
Table of contents:
- 00:00:00 – Intro (batch enter transactions)
- 00:01:18 – How to import invoices (2 types) (excel file) (example)
- 00:01:53 – QuickBooks Desktop (accountant tab, batch enter transactions, select invoices) (customize columns) (import invoice)
- 00:04:35 – Customer center, invoice (import) (example)
- 00:05:55 – QuickBooks Desktop (import checks; deposits) (CSV file)
- 00:07:16 – CSV file (data, filter, sort by)
- 00:09:08 – Customize columns (QuickBooks Desktop) (copy/paste from CSV file to QuickBooks) (payee column, select name type to add)
- 00:11:10 – Banking (use register) (checking)
- 00:11:40 – Import to QuickBooks (create vendors)
