Importing Excel (CSV or any Spreadsheet) file into QuickBooks with built-in tools. Plus Zed Axis

[@ramonav6476]

Thank you! This helped me today, 4 years after you posted this vid. This will save me tons of time!

[@HectorGarciaCPA]

Yes, it is still 100% relevant!

[@tinabutters-hargrave7911]

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

[@normitabennett9185]

do you have experience importing ADP General Ledger to QBO?

[@HectorGarciaCPA]

Yeah… its a lot of trial and error

[@jamesmann8183]

Hector, How do 3rd part apps like Zed Axis comply with QB Online new security measures (instituted yesterday 12/18/19)

[@HectorGarciaCPA]

I have no idea.

[@angelicaortega3994]

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.

[@HectorGarciaCPA]

You can call my office: 954-414-1524 and Setup an appointment

[@johnsabino3489]

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?

[@HectorGarciaCPA]

John Sabino you need a 3rd party tool

[@learningwithmrandmrsjames4686]

I import my banks statement into but i forgot to change the negative figure that was in excel how can i change ir

[@HectorGarciaCPA]

Change it in excel before importing

[@debrawatterson5390]

I would like to import an excel spreadsheet in QB Enterprise to a purchase order template in QB?

[@HectorGarciaCPA]

Debra Watterson you need a 3rd party app like Zed Axis

[@MsPJ1965]

can you import excel project budgets into quick books on line?

[@HectorGarciaCPA]

Pj Felt no

[@lekker01234]

Hi Hector. How can I import sheets from google sheets online to quickbooks online?

[@HectorGarciaCPA]

no Batch Enter in QuickBooks Online.. but you export your google sheet to CSV and use Zed Axis for that.

[@bettytumani7986]

Hello Hector, I would like to speak with you about training to so a budget for my Company

[@HectorGarciaCPA]

betty tuman email me [e-mail] or call my office 954-414-1524 to schedule a 1 hour session

[@vickiepartridge6499]

Thank you Hector!!! Very informative!

[@merceditadeleon6294]

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!

[@HectorGarciaCPA]

with QB Accountant 2016 you can..

[@HectorGarciaCPA]

if you got pro or premier, you gonna have to use a 3rd party app like Zed Axis

[@davidfeliciano6915]

Hector will i need a third party tools in order import charges into customer statement?

[@HectorGarciaCPA]

+David Feliciano yes statement charges need to be imported with Zed or TPI

[@eCabinetstipsandtricks]

Hi Hector, I was wandering if it is possible to import data from an excel spreadsheet into QuickBooks for estimating?

[@HectorGarciaCPA]

yes, you can import estimates using Zed Axis (as illustrated here) or Transaction Pro Importer

[@eCabinetstipsandtricks]

+Hector Garcia (CPA) Thanks Hector, That was very helpful.

[@ymk1804]

Which is better Zed Axis or Transaction Pro?

[@HectorGarciaCPA]

+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

[@angelicaortega3994]

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.

[@HectorGarciaCPA]

I sell the template for $25

[@angelicaortega3994]

Do I just call your office to pay for it.

[@michaelcarver4024]

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?

[@HectorGarciaCPA]

Michael Carver google "IIF kit"

[@HectorGarciaCPA]

Michael Carver no, that powerpoint was deleted

[@pedrosandino6464]

Hector, how can I contact you? I would like to hire you to help me with some QB issues. Thank you.

[@HectorGarciaCPA]

Peter Sandino call my office 954-414-1524 to setup an apptmt

[@HectorGarciaCPA]

+Peter Sandino email: [e-mail]

[@somenmondal1245]

I need your email for knowing some information.

[@HectorGarciaCPA]

my email [e-mail]

[@ivanov568]

how would you import a budget from excel

[@HectorGarciaCPA]

+Ivan G. posted here: www.quickbooks-training.net/create-or-edit-your-quickbooks-budget-in-excel/

[@angelicaortega3994]

Thank you so much for your knowledge.

[@HectorGarciaCPA]

Yo welcome

[@davidfeliciano6915]

Hector, can one import Statement charges?

[@HectorGarciaCPA]

David Feliciano not sure... never done it.

[@jrojasmaroto]

Hi Héctor,,can you help me? I want to import Price list? it is posible?

[@HectorGarciaCPA]

+Lic. Jorge A. Rojas Maroto yes... it is.. call my office for an appointment or email me

[@jrojasmaroto]

Mr. Héctor I am from Costa Rica,,,can you give me your email? please

[@hexgarcia]

[e-mail]

[@somenmondal1245]

Thanks a lot