Author name: Marjorie Adams

When we are talking about converting data from an outside system into QuickBooks, the most important thing to understand is what data will QuickBooks accept

Next we are going to move to the vendor list and accounts payable transaction.  This video will focus on the fields and formats needed to

This video takes you through an overview of the .iif file format for Bills, Invoices, Customer and Vendor Lists.  We will focus on the fields

Inside of QuickBooks there is another format that can be used to import list data only into QuickBooks – this is Import from Excel.  We

I know this can be confusing, but separate from import from excel, QuickBooks Desktop also has paste from excel for customer and vendor list entry.  We

Now we are going to look at the third party add on to QuickBooks, Transaction Pro Importer, as an option for importing data.  This is

In this scenario, we have received the data from an outside source and the Address Lines, City, State and Zip are all in one cell. 

In this scenario, we show a customer list that potentially has duplicate names since we are selling to a consumer instead of a company.  Using

When importing to QuickBooks, you cannot import in multiple Ship To Addresses.  This video will take you through the best way to set QuickBooks up

In this scenario, we take a sample Accounts Receivable Aging report in all its glorious funky format and talk you through how to get it