Description:

In this video we show to you why and how import data from excel files into QuickBooks Desktop with built-in tools and how Zed Axis works

 

Video:


 

Table of contents:

 

  • 00:00:00 – Intro
  • 00:01:37 – About Zed Axis
  • 00:02:04 – Learning objectives
  • 00:03:30 – Terminology (QuickBooks Desktop, QBO, QBO file, IIF file, 3rd party app, CSV file)
  • 00:06:35 – Why import data?
  • 00:07:53 – Scenarios great for data import
  • 00:10:10 – Importing lists into QuickBooks Desktop (add/edit multiple list entries) with example
  • 00:19:45 – Importing lists into QuickBooks Desktop (advanced excel import) with example
  • 00:21:54 – Importing transactions into QuickBooks Desktop (batch enter transactions) (importing invoice) with example
  • 00:28:00 – Deposits and checks (example) through batch enter
  • 00:37:56 – Download intuits IIF kit (link)
  • 00:38:18 – How to import journal entries
  • 00:42:36 – List that can be imported using IIF files
  • 00:42:43 – Transactions that can be imported using IIF files
  • 00:42:47 – Limitations using IIF files
  • 00:43:00 – Import lists in QuickBooks Online (built-in tools)
  • 00:43:32 – Hector’s tool kit
  • 00:44:12 – Process to use Zed Axis
  • 00:49:29 – Zed Axis vs QuickBooks Desktop built-in tools
  • 00:50:07 – Zed Axis supported in Desktop
  • 00:50:11 – Import QuickBooks Online with Zed Axis
  • 00:50:40 – Import journal entries in Zed Axis
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