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HomeQuickBooks Training Importing List Data Into QuickBooks Desktop
Import Data

Importing List Data Into QuickBooks Desktop

Rated 5.00 out of 5 based on 1 customer rating
(1 customer review)

$25.00

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)

SKU: FL-CRS-ADV-2 Category: QuickBooks Training
  • Description
  • Reviews (1)
Description

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

Prerequisites

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 Affiliationstackedregandqasv3

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: www.nasbaregistry.org. National Registry of CPE Sponsors ID Number: 112436. For more information regarding refund, complaint and program cancellation policies, please email us at info@fourlane.com.

Course Content

Prepare Customer and Accounts Receivable Fields 1 Quiz
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Lesson Content
Lesson Quiz: Prepare Customer and Accounts Receivable Fields
Prepare Vendor and Accounts Payable Fields 1 Quiz
Expand
Lesson Content
Lesson Quiz: Prepare Vendor and Accounts Payable
.iif File Format 1 Quiz
Expand
Lesson Content
Lesson Quiz: iif File
Import from Excel 1 Quiz
Expand
Lesson Content
Lesson Quiz: Import from Excel
Paste from Excel 1 Quiz
Expand
Lesson Content
Lesson Quiz: Paste From Excel
Transaction Pro Importer 1 Quiz
Expand
Lesson Content
Lesson Quiz: Transaction Pro Importer
Addresses In One Cell 1 Quiz
Expand
Lesson Content
Lesson Quiz: Addresses In One Cell
Duplicate Customers 1 Quiz
Expand
Lesson Content
Lesson Quiz: Duplicate Customers
Multiple Ship To Addresses 1 Quiz
Expand
Lesson Content
Lesson Quiz: Multiple Ship To Addresses
A/R Aging Import 1 Quiz
Expand
Lesson Content
Lesson Quiz: A/R Aging Import
Course Introduction – Importing Data Into QuickBooks Sample Lesson
Course Assessment: Importing Data

 

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.

marj-proad-new

 

Reviews (1)

1 review for Importing List Data Into QuickBooks Desktop

  1. Rated 5 out of 5

    Douglas I. (verified owner) – January 1, 2018

    Excellent course for importing other accounting systems’ list data into QuickBooks. Excellent teacher!!!

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