Next supplemental guide lesson 2 import list data

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Supplemental Guide Lesson 2: Import List Data Module 10: Complex Conversions 63 8.On the Map Data screen, approve the field matches between QuickBooks Online and your data file, which should be automated since you copied the sample file and used those headers for your field names. Next.
Supplemental Guide Lesson 2: Import List Data Module 10: Complex Conversions 64 9.On the Import screen,make any adjustments needed.
Supplemental Guide Lesson 2: Import List Data Module 10: Complex Conversions 65 If importing products and services: Be sure to properly select or deselect products and services as single- or double-sided items by checking or unchecking the boxes in the Selland Buycolumns on the Import screen after you upload the data file before importing it Be sure to properly select the type: Service or Non-inventory. You must uncheck the box Trackto be able to select type Service or Non-inventory. You’ll learn more about importing inventory later in this module associated to entering beginning balances. If there is no matching name in the existing list, the new items will be added. If there is a matching name, you can check the box Overwrite all values for each product or service that you import with the identical name. (This can’t be undone.) If there are blank rows or cells that have no data, the import tool will ignore them.
Supplemental Guide Lesson 2: Import List Data Module 10: Complex Conversions 66 If importing accounts: The account type and detail type must match QuickBooks Online’s pre-defined options for each field. If you don’t enter this information on your Excel spreadsheet, you can upload the account names to QuickBooks Online, then select the account type and detail type from a drop-down field on the Import screen. Account names have a maximum of 100 characters, including alphanumeric and special, but cannot contain a colon.
Supplemental Guide Lesson 2: Import List Data Module 10: Complex Conversions 67 If importing customer and vendor lists: The address, city, state and ZIP are separate fields. If your list of existing customers or vendors is coming from QuickBooks Desktop, the address may be all in one field. You will need to break this data into separate fields for each record. It is suggested that you clear the opening balance and opening balance date fields. Otherwise, upon import, QuickBooks Online will create an invoice for the customer or bill for the vendor for the opening balance amount — invoices posting to AR, and income or bills posting to AP and other expense accounts. It is preferred that customers and vendors are imported first, then the individual transactions that make up the balance due be entered using the proper items or account details.
Supplemental Guide Lesson 2: Import List Data Module 10: Complex Conversions 68 10.Click Import.

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