Import Invoices to QuickBooks Desktop using CSV Format. Run automatic conversions as part of a scriptImport Invoices into QuickBooks 2015 using Accountant Batch Entry feature 5. CSV statements into QuickBooks, no matter how many years back they go. QBO formats (or QuickBooks WebConnect or DirectConnect). Import transactions directly into QuickBooks or QuickBooks for Mac Download transactions from banks or credit card companies that do not support.Time And Expense Tracker – shows unbilled time and expense by dollars This will import the transactions into QuickBooks for you to match or add to your bank.Missing: 2015 Must include: 2015 From there, you can import and can create a file to Quickbooks.For QuickBooks Pro and QuickBooks Premier users, these are the new features available in QuickBooks 2015:Web Connect launches QuickBooks, downloads your account data. After that, review all your data and click convert to the QBO file. First, you will need to download and install the tool then select a PDF with transactions. This is just a brief description of the new features available in each version of the 2015 QuickBooks program.These are the simple steps on how to convert PDF bank statements to QuickBooks.Creating an Invoice From a Sales Order now allows now provides checkboxes for items you want to add to invoice Notes Section Has Been Redesigned –allows you to pin one note to a customer or job Add The Manufacturing Part Number to forms Send Multiple Reports in a single email Add Comments To Individual Report Lines and email with the stored comments New Field Search Option in modify reports window fields are now listed alphabetically Hide The Opening Balance Box when adding new accounts Option To Disallow Invoices To Customers with overdue balances Disallow Negative Inventory Option – prevents invoices that include items with insufficient on hand quantities
Import Bank Transactions Into Quickbooks 2015 Download Transactions FromShaded Lines On Printed Forms And Reports for alternating rowsQuickBooks for Mac 2015 users will now have these added features: Subtotal Columns on forms including amount quantity price and cost Show The Default Cost in a column on forms New Shortage Report for assemblies new line improved stock status reports Search Within Transactions – you can now search for text or numbers anywhere within an invoice, purchase order, etc. The Control-Y shortcut will bring up the Journal Entry behind the transaction you’re looking at. Add Comments To Reports & email with commentsMany of us Quickbooks Proadvisors are aware of the Control+Y (CTRL key and Y key) Keyboard Shortcut in Quickbooks, but some accountants and end-users (those handling day-to-day transactions for their company) may not be. Improved Interface For Creating Budgets Then we sent the journal entry to a spreadsheet with the click of the export button, just like we do with reports in Quickbooks.Next week, I’ll take a deeper look at the Preferences settings in Quickbooks that can make things easier & faster for you while working with Quickbooks.While the newest Quickbooks desktop versions offer some options to bring spreadsheet data into Quickbooks, your choices are still very limited. The short answer is NO! However, what we could do is open the invoice and hit CTRL+Y to bring up the Journal Entry of that invoice. While this may be helpful to the accountant or CPA reviewing your books, why should you care… right?I was working with a contractor a couple weeks ago who asked if we could send his invoice in Quickbooks to a spreadsheet. I have several clients that use 3 rd party programs or have websites that handle invoicing. And if you’re using Quickbooks Online, your plum out of luck.That’s why I usually turn to Transaction Pro Importer (TPI) to bring Excel data into Quickbooks. And neither option allows you to import invoices, bills, journal entries, etc. Both options are limited in what data can be imported. The Accountants Editions of Quickbooks also allows us to import checks, deposits and credit card charges. I am a Transaction Pro Consultants Network Expert, so feel free to shoot me an email if you have any questions about these products.Last week, I listed the top 10 things I love about Quickbooks Online. Baystate Consulting, the company behind TPI, also has a Transaction Pro exporter program to pull data from Quickboo9ks into an Excel sheet.For more information on the Transaction Pro products, visit my website. If you’re using Quickbooks Online, there is a Transaction Pro Importer for Quickbooks Online, as well. Then I use TPI to bring the data from Excel into a new Quickbooks company file. They continue to use TPI on their own to import future data exports into Quickbooks.For clients switching from other accounting programs, we export their data from the other program into Excel. I set them up with Transaction Pro Importer, create a mapping to their Quickbooks accounts (which is memorized for continued use) and we import this data into Quickbooks. You have to scroll down, 1 line at a time to get to your 8 th or 10 th account name. Popup windows – When you’re selecting a bank account to open a register, the pop up box for Register name only displays 4 lines. So here are the 10 things I hate most about Quickbooks Online (QBO): Although, Quickbooks Online has improved dramatically over the past 12 months, there is still plenty of room for improvement. When writing a check or creating a bill, the account list starts with Expenses, With Quickbooks Desk Top Editons (QBDT), the account list is always in the same order and the account type is listed in a separate column, making it easier to use. And the order they are listed varies – in the deposit screen, the account list starts with income accounts. When creating a check or bill, the account pull down window lists the account name followed by the account type, making it more difficult to scroll thru the list. Portable photo scanner for macI normally use Chrome with QBO, but sometimes they don’t play well together. I have had issues with all 3 when using QBO. Issues with browsers – I currently have Internet Explorer, Chrome & Firefox on my computer. ![]() Can’t automatically mark time entries as billable – Again, this may not seem like a big deal, but it’s 1 extra click with each time entry. This may not seem like a big deal, but it makes a big difference when you’re doing a lot of data entry. QBO doesn’t have this option, so I have to remember to enter decimal points. In other words, 1025 becomes $10.25 with the option on and $1025.00 with it off. Likewise, there are some limitations to the data that gets pulled up to QBO from a QBDT file. They are different types of databases and there are no guarantees that you can easily go back to QBDT from QBO. Can’t easily restore a QBO file back to QBDT – QBO does allow you to make a backup to restore to QBDT, but they don’t always restore well. Why would you want to go back to a previous version? I’ve heard instances where a disgruntled partner or employee went into a QBO file and deleted large amounts of data. Can’t restore QBO to a previous back up point – Intuit does have your current file backed up, but if you wanted to roll back to a previous date, you’re out of luck (unless you manually create a backup of your QBO file & then I believe you’d be required to set up a new QBO account to restore it). ![]() It would really be nice if I could choose that option (open in new window or tab) every time, rather than just when using the bank reconciliation feature. When zooming into a transaction from the reconcile bank account screen, QBO always opens a new window to view that transaction.
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