Category: Import/Export

Free QuickBooks Reports and Data Export

| July 24, 2008 | 38 Comments

Your QuickBooks company file contains a large part (if not all) of your important company data, but our understanding of that data is limited by the views that QuickBooks provides to us. They have a lot of “canned” reports that are very useful, but every business has its own unique situation that isn’t covered by […]

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Review: PayPal Payment Request Wizard for QuickBooks

| June 3, 2008 | 19 Comments

Many businesses (particularly those that sell items on the Internet) use PayPal to process payments. If you are using PayPal but aren’t using an integrated web store application, PayPal offers a Payment Request Wizard that integrates with QuickBooks to let you send invoices to your customers with a PayPal payment button. Today I’ll take a […]

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Review: Data Transfer Utility

| May 20, 2008 | 65 Comments

There are times when you want to move information from one QuickBooks company file to another. You might want to merge records from your salesperson’s laptop to your desktop company file. Perhaps you want to set up a new company with just the open records. QuickBooks doesn’t make this an easy chore. Today I’ll discuss […]

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Importing QuickBooks Inventory with Excel

| April 29, 2008 | 230 Comments

There are a number of reasons why you may want to use Excel to import items to your item list in QuickBooks: Converting a list from another program, making copies of existing items, bulk addition of a new product line, and more. Today I’m going to give you an overview of how to use Excel […]

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Importing Information into QuickBooks

| March 18, 2008 | 64 Comments

QuickBooks is a “closed” database, with limited ways to push information in. Today I’ll give you an overview of some of the methods that you can use to import information into your QuickBooks company file, with more details to come in future posts. I won’t be able to cover EVERY alternative, but I’ll hit the […]

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