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Unformatted text preview: QUICKBOOKS 2010 PROADVISOR CERTIFICATION COURSE SECTION 1 197 Module 6 Importing and Exporting Data Lesson 1 Introduction to Importing and Exporting Data Video Commentary You may engage with a client who has data stored across many programs and systems. Consolidating these records can be a real challenge. But youll be up to this challenge after viewing this module. You learn that there is a powerful QuickBooks import and export feature that saves time, and helps you avoid data entry mistakes. Maybe you need to transfer data from one QuickBooks file to another? Or maybe your client keeps data in Microsoft Excel or Outlook that you want to import into QuickBooks? You dont have to re-enter all of that data into QuickBooks. You can even automatically transfer a clients QuickBooks data into your tax software! You can even show your client how to create Word documents using the data theyve already entered into QuickBooks! Enjoy! END In this module, you'll learn how to transfer information between QuickBooks files. You'll also learn how to export QuickBooks data for use in other programs and how to get data from other programs into QuickBooks. After completing this module, you will be able to do the following: Transfer lists, budgets, and form templates from one QuickBooks file to another Exchange data between QuickBooks and other programs Synchronize contact information with Microsoft Outlook Send QuickBooks list information to Microsoft Word for use in company communications Set up QuickBooks to share data with tax preparation software In the next lesson, you'll learn how to transfer data between QuickBooks files. QUICKBOOKS 2010 PROADVISOR CERTIFICATION COURSE SECTION 1 198 Module 6 Importing and Exporting Data Lesson 2 Transferring Data between QuickBooks Files Transfer data between QuickBooks data files In this lesson, you'll learn how to send lists, budgets, and form templates from one QuickBooks file to another. The following are some situations in which you might want to transfer data from one QuickBooks company file to another: A client has more than one company in QuickBooks and wishes to send information about customers, vendors, employees, etc., from one file to another. A client's file is damaged or needs excessive cleanup. It is sometimes more cost-effective to export the desired lists and then import them into a new company file. Because no transactional data is transferred, the client can begin again with many of the lists already in place. A client has a company file that's grown too large, and you want to start a new one. You can use the import and export functionality to send list data to the new file. (You may also use the Remove All Transactions option in the Clean Up Company Data utility, which is covered in more detail later in the course.) You have a standard Chart of Accounts that you want to use when setting up client files, and you don't want to enter the list manually for each client....
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- Fall '11