IMPORTING BANK TRANSACTIONS INTO QUICKBOOKS FROM PDF OR CSV BANK STATEMENTS

Description:

In this video we show to you the scenarios to import data, the built-in methods for importing data and how does the 3rd party importing apps works

 

Video:


Table of contents:

 

  • 00:00:32 – Introducing content
  • 00:01:47 – Why import data? (scenarios)
  • 00:03:57 – Built-in methods for importing data (add/edit multiple lines items; copy/paste style interface; batch enter transactions; bank feeds)
  • 00:05:22 – 3rd party importing apps https://transactionpro.grsm.io/quickbooks
  • 00:08:15 – Add/edit multiple list and how it works (demo example)
  • 00:08:56 – Import vendors name
  • 00:13:15 – Batch enter transactions and how it works (only available on accountant or enterprise QuickBooks edition)
  • 00:22:52 – Bank feeds and how it works (demo example)
  • 00:37:45 – Enter QuickBooks online (banking tab) click on update, file upload, browse, then choose the downloaded qbo file and upload it (manually uploading the file)
  • 00:40:45 – 2qbo convert pro tool and how it works (www.2QuickBooks.com)
  • 00:44:32 – Digital – scanned PDF statements (differences)
  • 00:48:03 – Example converting a digital PDF statement with the 2qbo convert pro tool
  • 00:55:53 – Demo or Q&A
Hector Garcia

Hector Garcia

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