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Auto-Add Bank Rule in QuickBooks Online Bank Feeds

By admin On July 4, 2016 · Add Comment
You can create rules that automatically accept bank feed transactions into QuickBooks. This can be a huge time saver! — especially for entering simple transactions you make on a regular basis, like “Shell gas expenses under $100.” Transactions > Banking > ▼ to the right of Update > Manage rules > New rule > Automatically add [...]
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QuickBooks Online – Bank Feeds and Bank Rules

By admin On March 3, 2016 · Add Comment
How Downloading Bank Feeds into QuickBooks Online and Bank Rules helps you improve your data entry speed: By Hector Garcia, CPA hector@garciacpa.com
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QuickBooks Enterprise “on the cloud” pricing

By admin On January 24, 2016 · Add Comment
Our CEO, Hector Garcia, is featured in this Intuit video about upgrading to QuickBooks Enterprise and moving clients to the cloud by Hosting QuickBooks!   For example, the cost of QuickBooks Enterprise Platinum (with Advanced Inventory and Advanced Pricing) 3-user, hosted on the cloud is $339 per month including the SOFTWARE and the SERVICE of having [...]
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Why outsource your data entry or bookkeeping to US-based companies?

By admin On January 24, 2016 · Add Comment
We do all the work so you can concentrate in serving your client and provide business advice.  We can do data entry, data conversion (from PDF Bank Statements into Excel or .QBO for Bank Feeds), outsourced bookkeeping, etc…  And best of all, 100% of the data stays in our Miami-based office, NOTHING goes overseas, ever. [...]
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Importing Vendors and Expenses into QuickBooks Online

By admin On January 24, 2016 · Add Comment
In this video, Hector explains why is a good idea to import you Vendor List before importing transactions via Bank Feeds… and explains the actual process on how to do this in QuickBooks Online:
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Import item lists into QuickBooks Desktop

By admin On January 24, 2016 · Add Comment
This is a great video explaining the Advanced Excel Import for item lists into QuickBooks Desktop (Pro, Premier, Accountant, or Enterprise)
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Importing PayPal into QuickBooks

By admin On January 24, 2016 · Add Comment
This is a really good technique to import transactions into QuickBooks Accountant using Batch Enter or converting the CSV/QIF exported file to .QBO to import via bank feeds, check out the video:
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Importing a Journal Entry (in Excel) into QuickBooks

By admin On January 24, 2016 · Add Comment
There is no “easy” way to import journal entries into QuickBooks, however if you are using QuickBooks Desktop (Pro, Premier, Accountant, and Enterprise only) you could use the IIF Kit from Intuit to open the sample .IIF file into Excel (which is just a TAB DELIMITED file) and insert you journal entry info from you normal [...]
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Exporting QuickBooks (Desktop) data to excel

By admin On January 24, 2016 · Add Comment
QB2EXCEL is my favorite software to export raw data from QuickBooks Desktop (Pro, Premier, Accountant, or Enterprise… does NOT work with QuickBooks Online or Mac).  It can export lists and transactions with a click of a button, and it can even export MORE data than what QuickBooks allows to be created through custom reports. Check [...]
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Using PDF2XL to convert PDF Lists to Excel

By admin On January 24, 2016 · Add Comment
I love PDF2XL OCR to take any document (scanned or digital) and convert it to an excel file!  I honestly, do not recommend this for converting bank statements, I actually recommend a different program for that called 2qbo Convert Pro because the process will be MUCH faster.  However, I think this is an INCREDIBLE program for converting lists into [...]
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  • Recent Posts

    • Auto-Add Bank Rule in QuickBooks Online Bank Feeds
    • QuickBooks Online – Bank Feeds and Bank Rules
    • QuickBooks Enterprise “on the cloud” pricing
    • Why outsource your data entry or bookkeeping to US-based companies?
    • Importing Vendors and Expenses into QuickBooks Online
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    • Data Entry US | Exporting QuickBooks (Desktop) data to excel on Video: Importing Transactions into QuickBooks
    • Data Entry US | Importing (Copy/Paste from Excel) Bank Data into QuickBooks Accountant on Transation Pro Importer for QuickBooks
    • abdus Salam on Services we offer
    • Data Entry US | Our favorite software for converting and importing data on Bank Feeds vs. Batch Enter
    • Data Entry US | Our favorite software for converting and importing data on Bank Feeds in QuickBooks explained
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