How to Import data into QuickBooks Desktop (With TPI)
Vložit
- čas přidán 5. 08. 2024
- QuickBooks 30-day free trial + 30% off for 12 months:
quickbooks.intuit.com/partner...
Transaction Pro Importer for Desktop
transactionpro.grsm.io/quickb...
00:00 Summary of the tools to import data into QB
18:35 Importing Item Lists
29:20 Importing Invoices
38:40 Importing Bills
45:21 Importing Journal Entries - Věda a technologie
Thank You sir! Very helpful
Most welcome!
What kind of transaction do you recommend I use to import unbilled job cost? The related AP and Credit Card transactions are no longer open and are already paid or reconciled. I do not want to clutter up QB with all of those transactions unless it is absolutely necessary.
Great Video again Hector! I am struggling with a journal entry using TPI in QB Enterprise 2020 for contractors. The upload is not recognizing my job numbers for some reason. Any advice?
You need to enter the customer:job verbatim
Excellent - TY!
If you purchase TPI for QB Desktop, use this link: transactionpro.grsm.io/quickbooks
and don't forget to use coupon HECTOR for 20% off!
Hi Hector you have used both Zed Axis and TPI - which do you prefer and why? Your videos and input are greatly appreciated!
TPI, is faster
Great video Hector! Can this download from stock brokerage account directly to Quickbooks? Is there another software for a brokerage account you know of?
Yes, this should work
@@HectorGarciaCPA Thank you!
Credit Card Statement Import @1:03:29
I'm interested in Transaction Pro importer 7.0, do you have any phone#, e-mail or ph. sales with spanish assitance option.... ???
Bassicly i need import from excel table to QUICKBOOKS (Intuit Quickbooks Enterprises Solutions 21.0) , to loadc, invoices, Billinngs, expense accounts, banks etc.
Can your system help me on that ?????
I don’t think they have spanish speakers. We can help you, our TPI expert charges $575 for a 2 hour session. He speaks spanish
Contact my office 954-414-1524
Excellent, I have a question. Discount. What is a the fields in TPI desktop?
Not a field
Hector, thant you for you information, have you more cupon for today?
No more