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QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partner... (30% discount offer to expire 9/30/2021) *MUST USE QUICKBOOKS ACCOUNTANT EDITION, WILL NOT WORK ON PRO OR PREMIER! To upgrade to QuickBooks Accountant 2019 for $599: https://quickbooksprice.com/collectio... MUST USE COUPON CODE: ACCOUNTANT for $50 off Topics covered in this video: 00:00:43 – How to clean up the data before import. 00:04:56 – How to split or separate my debits from my credits. 00:06:53 – Select all the payees and come into QuickBooks to create all those payees as customers (step by step) and then the same process but as vendors. 00:08:58 – Go to accountant menu, click on batch enter transactions and start with checks or bank debits (copy/paste checks/debits). 00:12:10 – Create an account and copy down to put every single transaction to an expense account in this case (example). 00:12:55 – Copy/paste deposits or credits from excel to QuickBooks. 00:14:35 - Reconcile (steps: click on reports, company financial, profit and loss standard, dates, last fiscal year, then click on banking and begin your reconciliation process). 00:16:12 – Reclassify transactions (income and expenses). 00:21:08 – Profit and loss progress after reclassifying transactions. Hector Garcia, CPA shows you his very own techniques to import large amounts of bank data from Excel/CSV into QuickBooks Accountant using 3 Built-in tools: Add/Edit Multiple List Entries Batch Enter Transactions Reclassify Transactions Check out this video as well on Batch Enter vs. Bank Feeds: • Видео