by Ken Burnside
If your business uses an online acquittal transaction system, you accept the adeptness to download your transaction annals in a breach afar amount file, or as a QuickBooks IIF file. This can save you a abundant accord of abstracts entry, admitting you may charge to absorb some time accepting abstracts into adjoining columns at the start, if you’re starting from a CSV file.
Open your CSV book in Excel or addition spreadsheet, and accomplish abiding that the afterward columns are adjacent, and in the afterward order: Transaction Type, Date, Name, Amount. This will accomplish your acceptation easier, and abounding online acquittal systems put this advice in non-adjacent columns. Save the book as a CSV. This footfall is not bare if you’re application an IIF file.
Start QuickBooks and accessible your aggregation abstracts file. You will charge to do this as the QuickBooks Administrator.
Click the Backup figure on the QuickBooks toolbar. Do this every time you’re importing files aloof in case article goes wrong. You don’t appetite to lose your company’s abstracts on a adulterated import.
Click on “File,” again go to “Utilities” and baddest “Import.”
Select “CSV” or “IIF” as the book blazon to import. A window will appear up that lets you cross to the file.
Select the CSV or IIF book you appetite to import. A examination will open. Baddest the rows and columns you appetite to import. To acceptation payments only, baddest alone those rows for import.
Click “Open.” QuickBooks will pop up a bulletin adage the abstracts has been imported. Click “OK” to aing this message.
Ken Burnside has been autograph freelance back 1990, accidental to publications as assorted as “Pyramid” and “Training & Simulations Journal.” A Microsoft MVP in Excel, he holds a Bachelor of Arts in English from the University of Alaska. He won the Origins Award for Attack Vector: Tactical, a lath d about amplitude combat.
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