Importing Invoices into QuickBooks Desktop Accountant from Excel or any spreadsheet

Published on 29 Jan 2020 / In Accounting & Finance Software

Importing Sales Receipts into QuickBooks Desktop:

Topics contained in this video:

00:00:00 – Introduction
00:00:24 – Scenarios to import invoices
00:01:46 – Enter QuickBooks Desktop
00:02:34 – Batch enter transactions (checks, deposits, bills, invoices) and select invoices
00:03:00 – Example spreadsheet (excel) multiple or single lines
00:04:22 – Customize columns in QuickBooks Desktop
00:05:38 – Copy spreadsheet from excel to QuickBooks Desktop and explaining of what it means when the information is read or isn’t accepted by QuickBooks
00:07:21 – New terms and how it works (add new net.)
00:08:10 – Remind moving the “$” (QuickBooks doesn’t read that sign)
00:09:13 – Report of invoices (profit & loss)
00:10:30 – What if I have QuickBooks Pro or Premier (use 3rd party tool called “ZED AXIS”
00:11:29 – How it works multiple lines and “ZED AXIS”

If you have invoices on Excel or other spreadsheets, you can import them using Batch Enter (QuickBooks Accountant or Enterprise Only) for single line items only. For multiple line items, you will use a 3rd party utility called Zed Axis

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