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Zedsystems importingdata

IMPORTING DATA FROM EXCEL (OR CSV) INTO QUICKBOOKS

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 13, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Hector Garcia is a CPA and data conversion/importing into QuickBooks expert; and he will show you all of the techniques he uses to reduce the amount of data entry he does for his bookkeeping / write-up clients when the transaction data is available in Excel or CSV. Hector focuses on in built-in tools available within QuickBooks Accountant 2013 and above, but also discusses why/when to use a 3rd party Importing tool such as Zed Axis to import additional types of transactions and/or more details not available with built-in tools.

Learning Objectives

  • Learn the different options for importing data into QuickBooks from sources such as Excel spreadsheets or CSV Files

  • Understand how to use the built-in tools within QuickBooks Accountant and QuickBooks Enterprise 2013 through 2016 for importing transactions

  • Understand how to use 3rd party importing apps such as Zed Axis to import other transaction types into QuickBooks

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Testimonials
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Rita, MD

"This webinar was great, and I really appreciated how you were willing to share specific techniques without trying to sell something. I loved the presenters enthusiasm and although it was fast, the techniques were presented clearly. Thanks very much for some very useful techniques. Love to see more!"
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Basseydou, MD

"I liked the webinar. I was expecting more time to show the 3rd party capability that QB does not have. This session was at the end and rushed a little bit. that is why I suggest offering this webinar for additional 30 minutes."
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Tom, DE

"Hector is a rock star in the QuickBooks community. Hopefully, he will presenting more at CPAacademy.org because he is so knowledgeable and I learn so much from his training."
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Denise, IL

"Hector is lucky he can stay focused and think clearly while talking very rapidly through the materials. Appreciated that he did live examples and didn't just talk."
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Denise, MO

"Very effective speaker who utilized the short amount of time well to maximize the amount of material presented."
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J'Nan, NE

"This webinar was excellent. I received information that will greatly enhance my ability to assist my clients."
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brian, NJ

"Hector is a terrific presenter and I learn something new every time I see him present or demonstrate."
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Linda, CA

"Abundance of information presented in a short period of time. Very knowledgeable presenter!"
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, FL for his own firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in several accounting & financial departments of past fortune 500 companies such as: Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in Training; and it comes from his successful career in which he applied his personal philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, FL training center almost every weekend. Hector is married with 3 children, lives in Weston, FL. Hector is Fluent in Spanish and English.

About Our Presenter

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Data Entry US is a division of Quick Bookkeeping & Accounting LLC