QuickBooks and Excel: Importing and Exporting Transactions

Save time and energy getting your data in and out of QuickBooks and Excel. Learn how to import and export data, generate common financial statements, and process text files.

Introduction

• Saving time with QuickBooks and Excel

1. Downloading and Uploading Data with QuickBooks and Excel

• Using the QuickBooks interface
• Downloading transactions from QuickBooks
• Uploading Excel data to QuickBooks
• Limits on Excel data in QuickBooks
• Income statements in QuickBooks
• Inventory in QuickBooks
• Balance sheets in QuickBooks
• Cash flow statements in QuickBooks
• Going from text files to QuickBooks

Conclusion

• Go further with QuickBooks and Excel