CPA - medium firm
Other
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.
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Learn the different options for importing data into QuickBooks from sources such as Excel spreadsheets or CSV Files
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Understand how to use the built-in tools within QuickBooks Accountant and QuickBooks Enterprise 2013 through 2016 for importing transactions
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Understand how to use 3rd party importing apps such as Zed Axis to import other transaction types into QuickBooks
Hector Garcia, CPA, CITP
Data Entry US
Principal
hector@dataentryus.com
(954) 414-1524
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.
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