Importing Budgets into QuickBooks Desktop from Excel (or Spreadsheets) via IIF

Description:

In this video we show to you how to import budgets into Quickbooks Desktop from excel (or spreadsheets) via IIF

Video:

Table of Contents:

  • 00:00:47 – Reports (accountant & taxes) (trial balance)
  • 00:01:23- Export to excel (create new worksheet)
  • 00:02:00 – CSV file
  • 00:02:34 – QuickBooks Desktop (customize report) (modify report: trial balance) (advanced)
  • 00:03:19 – Export (excel) (new worksheet)
  • 00:03:33 – Clean up accounts in excel
  • 00:04:09 – How to convert my credits into negative and my debits into positive (formula)
  • 00:06:02 – How to drag the date in excel (jan,feb,mar,apr…)
  • 00:06:20 – Formula
  • 00:09:25 – How to create a budget template to import excel data (file, utilities, export, list of IIF files) (export budgets) (budget 2021)
  • 00:11:22 – Copy & paste special from the spreadsheet in excel to CSV file budget 2021
  • 00:12:03 – Clean up budget CSV file
  • 00:13:49 – QuickBooks Desktop (Company, planning & budgeting, set up budget) (set up budgets)
  • 00:14:18 – Set up budgets (file, utilities, import, IIF files) (select template) (import budget CSV file from excel to QuickBooks Desktop)
  • 00:15:09 – Reports (budgets & forecasts, budget vs actual) (budget report) (convert to year)
  • 00:15:56 – Customers (create invoices)
  • 00:16:55 – Update budget file in excel (edit)
  • 00:17:53 – Import to QuickBooks after editing
  • 00:18:45 – Profit & loss budget vs actual (see how budget goes up)
Hector Garcia

Hector Garcia

Share on linkedin
Share on facebook
Share on twitter
Share on whatsapp
Share on email
Share on print

Use our link to get 30% off for a year, valid through 07/31/2022

Leave a Reply

Your email address will not be published.



Popular Courses

Private QuickBooks Training onsite

Customized Training

Accounting & Bookkeeping Services

Video-Based Virtual QuickBooks Course

Share

Share on linkedin
Share on facebook
Share on twitter
Share on whatsapp
Share on email
Share on print

30% Off QuickBooks

Use our link to get 30% off for a year, valid through 07/31/2022