Importing Bank Transactions into QuickBooks from PDF or CSV Bank Statements |
|
QuickBooks 30-day free trial + 30% off for 12 months:
https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (30% discount offer to expire 9/30/2021) More info: http://www.2qboconvertpro.com Webinar by Hector Garcia, CPA showcasing two importing tools: -Add/Edit Multiple Vendors -Batch Enter Transactions Then a quick comparison of Bank Feeds (Downloaded Transactions) in QuickBooks Desktop vs. QuickBooks Online Topics contained in this video: 00:00:32 – Introducing content 00:01:47 – Why import data? (scenarios) 00:03:57 – Built-in methods for importing data (add/edit multiple lines items; copy/paste style interface; batch enter transactions; bank feeds) 00:05:22 – 3rd party importing apps (www.transactionproimporter.com) 00:08:15 – Add/edit multiple list and how it works (demo example) 00:08:56 – Import vendors name 00:13:15 – Batch enter transactions and how it works (only available on accountant or enterprise QuickBooks edition) 00:22:52 – Bank feeds and how it works (demo example) 00:37:45 – Enter QuickBooks online (banking tab) click on update, file upload, browse, then choose the downloaded qbo file and upload it (manually uploading the file) 00:40:45 – 2qbo convert pro tool and how it works (www.2QuickBooks.com) 00:44:32 – Digital – scanned PDF statements (differences) 00:48:03 – Example converting a digital PDF statement with the 2qbo convert pro tool 00:55:53 – Demo or Q&A Walkthrough for using 2QuickBooks Convert Pro software to convert a PDF bank statement or PDF credit card statement into QuickBooks importable format |