Siegel, Here Are Your Articles for Monday, December 07, 2020
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Is This Your Situation: You're Overwhelmed Entering Data


Times have changed for business owners who use QuickBooks. Previously, QuickBooks offered only one way to add financial data: entering each component of a transaction one at a time (e.g., date, customer or vendor name, amount, due date, account or item). Today, websites can capture data, as well as online banking and other apps. Unless these sites integrate seamlessly with QuickBooks, however, you're still left with the problem of transferring that data into your system. It remains a tedious, time-consuming task — unless you take advantage of some new solutions.

Import Transactions and Create Templates

One software solution, called Transaction Pro Importer, lets you import lists and more than 30 different types of transactions into QuickBooks. With this software, you can create import templates that can be used over and over again to map lists and transactional data from Excel, CSV and other file types to the proper places in QuickBooks desktop versions and QuickBooks Online.

Examples of transaction types include vendor bills and credits, bill payments, checks (not payroll), credit card charges, credit card returns, customer invoices and credit memos, sales orders, journal entries and purchase orders. Examples of list types include accounts, customers, employees, items, items assemblies, item groups and vendors.

To get that information into QuickBooks, you need what's called a flat file, such as text (CSV, Tab or pipe delimited), Excel, Access, Quicken or most ODBC-compliant databases.

Transaction Pro Importer, written by Baystate Consulting, also offers other benefits:

  • Transaction Pro Importer Data Validation. Validates your import file before import, ensuring that required fields are supplied and giving you the opportunity to fix missing data beforehand.
  • Transaction Pro Importer Import Log. Provides an import log after import so you know what was imported, taking the guesswork out of the process.

Eliminate Errors and Save Time

Transaction Pro Importer allows you to import large volumes of data quickly, eliminating human error and time-consuming data entry. When used in combination with other data extraction tools, a business owner can easily transfer data from one application and into QuickBooks (online or desktop versions).

Although every business has its own processes, all companies have one thing in common: the need to be organized while also saving time and money. Most businesses are using QuickBooks, but not to its full capacity, because they aren't using an app that integrates and saves time. Transaction Pro Importer can keep track of data and improve productivity — and all business want to be more productive.

Give us a call to discuss how we can help you manage your data, using QuickBooks and integrated programs, to simplify your business processes.

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Siegel Solutions Inc
Siegel Solutions Inc
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144 Gould Street Suite 205
Needham, MA 02494
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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