Importing Bank Transactions into QuickBooks from PDF or CSV Bank Statements

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Published on 29 Jan 2020 / In Accounting & Finance Software

more info: www.2quickbooks.com

Webinar by Hector Garcia, CPA showcasing two importing tools:
-Add/Edit Multiple Vendors
-Batch Enter Transactions

Then a quick comparison of Bank Feeds (Downloaded Transactions) in QuickBooks Desktop vs. QuickBooks Online

Topics contained in this video:

00:00:32 – Introducing content
00:01:47 – Why import data? (scenarios)
00:03:57 – Built-in methods for importing data (add/edit multiple lines items; copy/paste style interface; batch enter transactions; bank feeds)
00:05:22 – 3rd party importing apps (www.transactionproimporter.com)
00:08:15 – Add/edit multiple list and how it works (demo example)
00:08:56 – Import vendors name
00:13:15 – Batch enter transactions and how it works (only available on accountant or enterprise QuickBooks edition)
00:22:52 – Bank feeds and how it works (demo example)
00:37:45 – Enter QuickBooks online (banking tab) click on update, file upload, browse, then choose the downloaded qbo file and upload it (manually uploading the file)
00:40:45 – 2qbo convert pro tool and how it works (www.2QuickBooks.com)
00:44:32 – Digital – scanned PDF statements (differences)
00:48:03 – Example converting a digital PDF statement with the 2qbo convert pro tool
00:55:53 – Demo or Q&A


Walkthrough for using 2QuickBooks Convert Pro software to convert a PDF bank statement or PDF credit card statement into QuickBooks importable format

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