this is an older tutorial, however, my question is in similarity to this training. I have excel sheets from bank and other accounts, I want to update my journal but dont want to loose what is already there. it will not import over stating the format is not excepted. Note: beginner base knowledge only. thanks for any help
Hector - very thorough, very good video. I tried to go to the QB link for the IIF toolkit file and it was not active -- would you be able to provide an updated link for that toolkit? Also, are you able to provide/forward a copy of the PowerPoint for review?
Hello Hector...I am trying to import A/P Aging Detail with: type, date, num, name, due date, aging, and open balance into a new QB...do you think is it possible on QB 2016 in some way? Thanks!
Hector, I am using quickbook enterprise and I was trying to import my chart of accounts from an excel spreadsheet and we couldn't. I called quickbook support and they could not help. I would like to talk to you to see if you can help us.
Hi Hector, can you send me the journal entry template. I would really appreciate it. You are amazing you make everything look so easy. I am using Quickbook Enterprise new to it and its not that easy. I am having a hard time using the iif file.
+YMK180 good question. each has its own pros and cons.... Zed Axis has a 30day fully functional trial.. try it, if it works 100%; then dont worry about TPI
Thank you! This helped me today, 4 years after you posted this vid. This will save me tons of time!
Yes, it is still 100% relevant!
this is an older tutorial, however, my question is in similarity to this training. I have excel sheets from bank and other accounts, I want to update my journal but dont want to loose what is already there. it will not import over stating the format is not excepted. Note: beginner base knowledge only. thanks for any help
do you have experience importing ADP General Ledger to QBO?
Yeah… its a lot of trial and error
Hector - very thorough, very good video. I tried to go to the QB link for the IIF toolkit file and it was not active -- would you be able to provide an updated link for that toolkit?
Also, are you able to provide/forward a copy of the PowerPoint for review?
Michael Carver google "IIF kit"
Michael Carver no, that powerpoint was deleted
Hector,
How do 3rd part apps like Zed Axis comply with QB Online new security measures (instituted yesterday 12/18/19)
I have no idea.
I import my banks statement into but i forgot to change the negative figure that was in excel how can i change ir
Change it in excel before importing
can you import excel project budgets into quick books on line?
Pj Felt no
Hello Hector...I am trying to import A/P Aging Detail with: type, date, num, name, due date, aging, and open balance into a new QB...do you think is it possible on QB 2016 in some way? Thanks!
with QB Accountant 2016 you can..
if you got pro or premier, you gonna have to use a 3rd party app like Zed Axis
I would like to import an excel spreadsheet in QB Enterprise to a purchase order template in QB?
Debra Watterson you need a 3rd party app like Zed Axis
Thank you Hector!!! Very informative!
Hector, I am using quickbook enterprise and I was trying to import my chart of accounts from an excel spreadsheet and we couldn't. I called quickbook support and they could not help. I would like to talk to you to see if you can help us.
You can call my office: 954-414-1524 and Setup an appointment
Hi Hector, can you send me the journal entry template. I would really appreciate it. You are amazing you make everything look so easy. I am using Quickbook Enterprise new to it and its not that easy. I am having a hard time using the iif file.
I sell the template for $25
Do I just call your office to pay for it.
Hi Hector. How can I import sheets from google sheets online to quickbooks online?
no Batch Enter in QuickBooks Online.. but you export your google sheet to CSV and use Zed Axis for that.
Hi Hector good day! I have a question can I upload journal entries with QB premier 2017 or is this only available with the accountant version?
John Sabino you need a 3rd party tool
Hector will i need a third party tools in order import charges into customer statement?
+David Feliciano yes statement charges need to be imported with Zed or TPI
Hi Héctor,,can you help me? I want to import Price list? it is posible?
+Lic. Jorge A. Rojas Maroto yes... it is.. call my office for an appointment or email me
Mr. Héctor I am from Costa Rica,,,can you give me your email? please
hector@qbkaccounting.com
Hi Hector,
I was wandering if it is possible to import data from an excel spreadsheet into QuickBooks for estimating?
yes, you can import estimates using Zed Axis (as illustrated here) or Transaction Pro Importer
+Hector Garcia (CPA) Thanks Hector,
That was very helpful.
Which is better Zed Axis or Transaction Pro?
+YMK180 good question. each has its own pros and cons.... Zed Axis has a 30day fully functional trial.. try it, if it works 100%; then dont worry about TPI
Thank you so much for your knowledge.
Yo welcome
Hector, can one import Statement charges?
David Feliciano not sure... never done it.
how would you import a budget from excel
+Ivan G. posted here: www.quickbooks-training.net/create-or-edit-your-quickbooks-budget-in-excel/
Hector, how can I contact you? I would like to hire you to help me with some QB issues. Thank you.
Peter Sandino call my office 954-414-1524 to setup an apptmt
+Peter Sandino email: hector@garciacpa.com
Hello Hector, I would like to speak with you about training to so a budget for my Company
betty tuman email me hector@garciacpa.com or call my office 954-414-1524 to schedule a 1 hour session
Thanks a lot
I need your email for knowing some information.
my email hector@garciacpa.com