Importing Excel (CSV or any Spreadsheet) file into QuickBooks with built-in tools. Plus Zed Axis

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Recording from CPAacademy.org on Jan. 2016. Learn the tools Hector uses to import item lists, transactions, and customer / vendors with balances into QuickBooks. Also how to use Zed Axis to import almost any file type.

Topics contained in this video:

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

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