IMPORTING INVOICES INTO QUICKBOOKS ACCOUNTANT FROM EXCEL OR ANY SPREADSHEET

Description:

In this video we show to you how to import invoices into QuickBooks Accountant from Excel or any spreadsheet and how “ZED AXIS” works

 

Video:


 

Table of contents:

 

  • 00:00:00 – Introduction
  • 00:00:24 – Scenarios to import invoices
  • 00:01:46 – Enter QuickBooks Desktop
  • 00:02:34 – Batch enter transactions (checks, deposits, bills, invoices) and select invoices
  • 00:03:00 – Example spreadsheet (excel) multiple or single lines
  • 00:04:22 – Customize columns in QuickBooks Desktop
  • 00:05:38 – Copy spreadsheet from excel to QuickBooks Desktop and explaining of what it means when the information is read or isn’t accepted by QuickBooks
  • 00:07:21 – New terms and how it works  (add new net.)
  • 00:08:10 – Remind moving the “$” (QuickBooks doesn’t read that sign)
  • 00:09:13 – Report of invoices (profit & loss)
  • 00:10:30 – What if I have QuickBooks Pro or Premier (use 3rd party tool called “ZED AXIS”
  • 00:11:29 – How it works multiple lines and “ZED AXIS”
Hector Garcia

Hector Garcia

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