Importing list data into QuickBooks Desktop

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In this course, we will demonstrate options to import 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, certificate of completion, Available on iOS and Android
How to Take Course: The course is free but you must go through the checkout process first to create an account. 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)

How to import list data into QuickBooks Desktop

In this course, we will demonstrate options to import data into QuickBooks Desktop software (QuickBooks Pro, Premier, and Enterprise). We’ll look at sample data from outside sources so that you get an idea of how to perform the data import. Next, you will learn how to use excel to clean your data. Then, we walk through the steps to import your data into QuickBooks.

If you have ever wanted to learn how to do QuickBooks data conversions, this is the first step in that direction.

Learn the first steps of QuickBooks data conversion

Differentiate between the four options and their format when importing lists into QuickBooks.
Identify six Excel functions to clean up raw data in preparation for importing data to QuickBooks.
Learn how to merge duplicate customer names so that your data is clean.
Master transaction pro importer to save time inputting data.

Prerequisites

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

Grading Policy

This course 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: 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

Lessons Status

Prepare Customer and Accounts Receivable Fields

Prepare Vendor and Accounts Payable Fields

.iif File Format

Import from Excel

Paste from Excel

Transaction Pro Importer

Addresses In One Cell

Duplicate Customers

Multiple Ship To Addresses

A/R Aging Import

Course Introduction – Importing Data Into QuickBooks

QuizzesStatus

Course Assessment: Importing Data

Instructor Biography

Marjorie Adams is the Founder and CEO of Fourlane, Inc., as well as our QuickBooks training guru. She is considered one of the top QuickBooks trainers in the country. Marjorie was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015. Additionally, she was recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year.

At present, Marjorie sits on Intuit’s VIP Program and is a frequent contributor to Inuit Accountants News Central. Further, she has been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.