This movie demonstrates how to copy customer and vendor data from a spreadsheet and paste it into a QuickBooks company file. It also shows how to add, remove, and arrange the fields in QuickBooks to match the columns in your spreadsheet so you can easily paste data into QuickBooks.
- [Voiceover] If you have customer…and vendor information in spreadsheets…an easy way to get that data into QuickBooks…is by copying and pasting.…Here's what you do.…Let's start by looking at the spreadsheet…with customer data.…The first row has headings for the different fields…and then the other rows have the data for the customers.…Let's take a look at the fields.…We have a customer ID and a company name,…they're actually the same and that's fine.…Then we have a couple of phone numbers,…a direct phone number for a contact,…their email address,…there are four fields for address,…and finally there's a customer type.…
Let's jump over to QuickBooks.…The feature that we want is up on the list menu,…down at the bottom of the drop down menu…choose add/edit multiple list entries.…That opens up the add/edit multiple list entries window.…The list is set to customers, so we're ready to go.…The table though has different fields in a different order…than what we have in the spreadsheet.…To fix that we're gonna go up to the top right corner…
- Convert existing data into a QuickBooks format.
- Identify how to create a company file from scratch.
- Recall how to add accounts and subaccounts to a company file.
- Create products and services in QuickBooks.
- Define the opening balance.
- List open transactions.
- Apply changes to sales tax balance.
- Identify how to adjust inventory.
- Modify the closing date.