You have just engaged a new client who has been in business for over a year and has been using Excel to track her monthly business activity. Which 2 QuickBooks Online features can help her get the data quickly into the new QuickBooks Online company? (Select all that apply)
Answers
Answered by
0
Answer:
We can use File upload tool in the Banking center to upload banking activity. Since this is a manually maintained worksheet, we need to consider the following points before importing
ensure that the excel file is saved in ".csv" format before uploading so as to pick the column correctly.
During upload process the detected column needs to be properly assigned or verify the auto detected fields to ensure the numbers flow correctly.
The transaction figures in the excel file should have +ve sign for deposit and -ve sign for withdrawals.
Select (Checkbox) the detected transactions in the last page of import wizard to include them in Quickbooks.
Similar questions