Importing Bank Transactions from Excel / CSV to QuickBooks Desktop Accountant or Enterprise

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)
Hector Garcia

Hector Garcia

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