IMPORTING EXCEL (CSV OR ANY SPREADSHEET) FILE INTO QUICKBOOKS WITH BUILT-IN TOOLS PLUS ZED AXIS

Description:

In this video we show to you why and how import data from excel files into QuickBooks Desktop with built-in tools and how Zed Axis works

 

Video:


 

Table of contents:

 

  • 00:00:00 – Intro
  • 00:01:37 – About Zed Axis
  • 00:02:04 – Learning objectives
  • 00:03:30 – Terminology (QuickBooks Desktop, QBO, QBO file, IIF file, 3rd party app, CSV file)
  • 00:06:35 – Why import data?
  • 00:07:53 – Scenarios great for data import
  • 00:10:10 – Importing lists into QuickBooks Desktop (add/edit multiple list entries) with example
  • 00:19:45 – Importing lists into QuickBooks Desktop (advanced excel import) with example
  • 00:21:54 – Importing transactions into QuickBooks Desktop (batch enter transactions) (importing invoice) with example
  • 00:28:00 – Deposits and checks (example) through batch enter
  • 00:37:56 – Download intuits IIF kit (link)
  • 00:38:18 – How to import journal entries
  • 00:42:36 – List that can be imported using IIF files
  • 00:42:43 – Transactions that can be imported using IIF files
  • 00:42:47 – Limitations using IIF files
  • 00:43:00 – Import lists in QuickBooks Online (built-in tools)
  • 00:43:32 – Hector’s tool kit
  • 00:44:12 – Process to use Zed Axis
  • 00:49:29 – Zed Axis vs QuickBooks Desktop built-in tools
  • 00:50:07 – Zed Axis supported in Desktop
  • 00:50:11 – Import QuickBooks Online with Zed Axis
  • 00:50:40 – Import journal entries in Zed Axis
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Your email address will not be published.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