How To Import Transactions into QBO Using a Spreadsheet скачать в хорошем качестве

How To Import Transactions into QBO Using a Spreadsheet

Looking for help with QuickBooks? Check out my QBO resources here: https://www.montrealfinancial.ca/quic... ================================================================================= Need more personalized guidance on navigating, understanding or cleaning up QuickBooks? Book a consultation with me: https://www.montrealfinancial.ca/serv... ================================================================================= A tutorial on how to create, format a spreadsheet, save it as a CSV file and import/upload transactions into QuickBooks Online. Also some time saving tips about allocating several transactions at once 00:00 Introduction 00:53 Create a Spreadsheet with Expenses 03:39 Save spreadsheet as CSV File 04:33 Upload CSV File 05:23 Add New Cash Account 06:21 Match Columns to CSV File 07:55 Review imported CSV file 08:50 Review and Allocate Imported Transaction 09:34 Allocate Several Transactions at Once 11:35 Quick Note About Rules ================================================================================= Simplify Your QuickBooks Online setup with this free Checklist https://www.montrealfinancial.ca/subs...