Description:

In this video we show to you how to import budgets into Quickbooks Desktop from excel (or spreadsheets) via IIF

Video:

Table of Contents:

  • 00:00:47 – Reports (accountant & taxes) (trial balance)
  • 00:01:23- Export to excel (create new worksheet)
  • 00:02:00 – CSV file
  • 00:02:34 – QuickBooks Desktop (customize report) (modify report: trial balance) (advanced)
  • 00:03:19 – Export (excel) (new worksheet)
  • 00:03:33 – Clean up accounts in excel
  • 00:04:09 – How to convert my credits into negative and my debits into positive (formula)
  • 00:06:02 – How to drag the date in excel (jan,feb,mar,apr…)
  • 00:06:20 – Formula
  • 00:09:25 – How to create a budget template to import excel data (file, utilities, export, list of IIF files) (export budgets) (budget 2021)
  • 00:11:22 – Copy & paste special from the spreadsheet in excel to CSV file budget 2021
  • 00:12:03 – Clean up budget CSV file
  • 00:13:49 – QuickBooks Desktop (Company, planning & budgeting, set up budget) (set up budgets)
  • 00:14:18 – Set up budgets (file, utilities, import, IIF files) (select template) (import budget CSV file from excel to QuickBooks Desktop)
  • 00:15:09 – Reports (budgets & forecasts, budget vs actual) (budget report) (convert to year)
  • 00:15:56 – Customers (create invoices)
  • 00:16:55 – Update budget file in excel (edit)
  • 00:17:53 – Import to QuickBooks after editing
  • 00:18:45 – Profit & loss budget vs actual (see how budget goes up)
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