Importing List Data Into QuickBooks Desktop

$199.00 $49.00

Data Conversion: Importing Customer List, Vendor List,  and Open Summary Balances to QuickBooks

In this online course, we will be demonstrating options for getting data into QuickBooks Desktop software (QuickBooks Pro, Premier, and Enterprise).

Lessons:  11
Length: 3.25 hours
Skill Level: Advanced
Product(s): QuickBooks Desktop
CPE / ACE Credits: 5.5
Field of Study: Computer Science & Applications
Delivery Method: QAS Self Study
Languages: English
Includes: 1 year access, 1 login user, 14 day money back guarantee, certificate of completion, Available on iOS and Android
How to Take Course:  Purchase access to this course by clicking Add To Cart, then checkout and pay securely online. Once you complete your order, simply access the course by visiting the My Courses page.
Content Review Date: 6/19/17 (Date this course content was last reviewed and updated)

Questions? Call (800) 931-2120 to speak with a Fourlane team member.
SKU: FL-CRS-ADV-2 Category:

Data Conversion: Importing Customer List, Vendor List,  and Open Summary Balances to QuickBooks

In this course, we will be demonstrating options for getting data into QuickBooks Desktop software (QuickBooks Pro, Premier, and Enterprise). We will also look at sample data from outside sources and how we can use excel to clean the data in preparation for importing it into QuickBooks. If you have ever wanted to learn how to do QuickBooks data conversions, this is a first step in that direction.

Course Details & Curriculum

Learning Objectives

  • Differentiate between the 4 options and their format when importing lists into QuickBooks
  • Identify 6 Excel functions to assist in quickly cleaning up raw data in preparation for importing to QuickBooks


This is an Advanced course. 5+ years of QuickBooks desktop experience is required. There is no advanced preparation needed.

Assessment Grading Policy

This course has an assessment which must be passed with a score of 80% or higher in order to receive CPE credit.  The participant is notified of the score immediately upon submitting the assessment answers.  You may re-take the quiz an unlimited amount of times.

CPE / ACE Credits

This course is eligible for 5.5 CPE / ACE credits.

NASBA Affiliation

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. Adams QB Inc DBA Fourlane is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: National Registry of CPE Sponsors ID Number: 112436. For more information regarding refund, complaint and program cancellation policies, please email us at


Instructor Biography

Marjorie-AdamsOur head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software.

Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s  2015 QuickBooks Desktop ProAdvisor of the Year.

Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.



Common Questions

Common Questions

What editions of QuickBooks does your online training cover?
Our online training applies to all Windows-based Desktop editions of QuickBooks, including QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise.

Do I need QuickBooks on my computer?
No, it is not required.

Do you offer any online quizzes or testing tools?
Yes, most courses include a course assessment (quiz) at the end.

Do you offer any Certificates of Completion?
Yes, our courses offer Certificates of Completion. To earn a certificate, you must earn a passing grade for the course quiz. Some courses require a higher passing grade due to CPE requirements.

Are the training courses hands-on?
Yes. If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on with your company file or with a sample company file.

Which version of QuickBooks do you teach? Do I need to have the most current edition?
Our training applies to QuickBooks Desktop software (Pro, Premier, Enterprise, etc.). Don’t worry if you have a different version. Older versions work basically the same way.

Do you offer closed captioning?
Currently, we do not offer closed captioning. Closed captioning is an assistive technology that presents spoken words and sounds as a text track, or “captions”. The term “closed” means that not all viewers see the captions automatically; closed captions must be activated or enabled. If you’ve ever watched a foreign film with subtitles, closed captions are quite similar – the main difference being that the text shown on screen is the same language that is being spoken.

Do I receive CPE or Intuit ACE credit(s) for your online QuickBooks training?
Fourlane is both NASBA (CPE) and Intuit Advanced Continuing Education (ACE) approved. For a list of accredited courses, please visit our Courses page and sort by CPE / ACE.

I have questions about an online training video? Do you offer free help?
No. Your subscription fee is for self-paced access to our online training videos only and does not include additional 1-on-1 training from an instructor. If you require additional 1-on-1 training, we offer hourly training packages for a fee. Please contact us for a quote.

Do you offer discounts for non-profits or educational institutions?
Yes. Please contact us to find out what pricing your organization is eligible for.

Can I get my money back if I’m not satisfied?
Yes. We offer a 14 Day money back guarantee.

What are the system requirements to view your online courses?
To watch our training videos, you must be connected to the Internet. We recommend a 3G, 4G or Wi-Fi connection for optimal mobile viewing. To test if your system is capable of viewing our videos, please visit Vimeo or YouTube and watch any video.

  • Minimum Requirements 
    Safari 6 or later, Google Chrome 11 or later, Firefox 30 or later, Internet Explorer 9 or later
    Mac OS 10.8 or later, Windows 7 SP1 or later
    Broadband connection of 1 Mbps or greater
  • Recommended settings for full site
    Safari 8 or later, Google Chrome 41 or later, Firefox 35 or later, Internet Explorer 11 or later
    Mac OS 10.10 or later, Windows 8.1 or later
    Broadband connection of 3 mbps or greater
  • Recommended settings for mobile browsing
    Default Android browser or Mobile Safari
    Android 2.3+ or iOS 7.0+


Refund policy:
You can request a full refund within 14 days of purchase of course.

Program Cancellation Policy:
If the CPE training is cancelled, all participants will receive an email with information for choosing another course or refund of training fees.

Complaint Resolution Policy:
For any complaints about our CPE training, please email and we will respond within 48 hours.

For more information regarding refund, complaint and program cancellation policies, please email us at