10/11/2019 Import Csv Into Quickbooks Desktop For Mac
Importing Data into QuickBooks Desktop. Follow these steps to import the data you have exported from Hiveage: Open the exported CSV file using a spreadsheet software like MS Excel; In QuickBooks Desktop, from the File menu, select Import Data from File. Copy each relevant column from the exported file into the QuickBooks Desktop import window. Quickbooks Desktop Mac 2016 – Importing CC transactions via.xls or.csv. At this time, you must be set up for Online Banking in order to import your credit.
September 4, 2018 Intuit has announced QuickBooks 2019 for the desktop, here’s my quick rundown of what is new, and changed, for this year. QuickBooks 2019 Customer Invoice History Tracker When you display an invoice on screen you will see a See History link, which opens a window that provides you with additional information about the invoice. You will be able to see information such as:. Invoice created date. Invoice due date.
Invoice email date and customer name. Invoice viewed date – Internet connection required to see the “viewed” status. Amount and date of customer Receive Payment recorded in QuickBooks. Amount and date of Make Deposit recorded in QuickBooks It is not clear to me at this time what the requirements are for the system to save the “viewed date”. I thought that this would only work if you used QuickBooks Payments, but one source told me that all you had to do was email the invoice via QuickBooks. It is something that I have to look into. Also,this might not work if you are using Outlook for email, although I’ve not confirmed that yet.
This feature is available in all versions of QuickBooks 2019 desktop. Create a Bill Payment Prompt When Writing Check If you are creating a Check for a vendor that has an open vendor bill, QuickBooks displays a new Check for Bills window.
You can then choose to either go to the Pay Bills window, or continue to write the check. This will help users to avoid creating a Check when the proper step would be to create a Bill Payment. This is available in all versions of QuickBooks 2019 desktop. Transfer Credits Between Customer Jobs If you have open credits that have been created for a particular job, you can now apply them across all jobs for that customer, instead of being restricted to just that job. This will show in the main ribbon menu in the Invoice window ( Apply Credits). To support this, QuickBooks will record an in/out transaction through an Other Current Asset account named “Account for Credit Transfer”.
This GL account will be added automatically by QuickBooks the first time that you use this feature to assign a credit to another job. The interesting thing to me is that this account will be listed as “inactive” on the Chart of Accounts to discourage users from selecting it during normal transaction entry. I don’t recall Intuit doing that kind of thing before? Note that:.
Transfers from one job to another within the same customer cannot be undone. The first QuickBooks user to use this must have Chart of Accounts access permission. The Transfer of Credits and Apply Credits will not work if you are working with an Accountant’s Copy of a client’s data. This feature is available in all versions of QuickBooks 2019 desktop. Inactive Inventory Items Included in Inventory Report Totals This is a change that I want to spend more time investigating, to be sure it truly works the way it should.
I expect it does (but I’m a cautious person), and if so then thank goodness they made this change! I’ve complained about this for years – many inventory reports will not reflect the value of items that are marked as “inactive” but that have a value on hand. Best practices are that you shouldn’t have any items like this, but we see it often. In this case, the value of inventory shown in these reports won’t match the inventory value in your Balance Sheet. It has been a big problem in QuickBooks for some businesses for as long as I can remember. In all desktop versions of QuickBooks 2019, the Inventory Valuation Summary and Inventory Valuation Detail reports will have an option to include inactive inventory items.
QuickBooks Enhanced Payroll Sick and Vacation Pay Tracking With any desktop version of QuickBooks 2019 using an Enhanced Payroll Subscription you can now set an employee’s accrual limits for sick or vacation pay. Once you do, you will be warned when saving a paycheck transaction that exceeds the available sick and/or vacation time. In addition, paystub formatting has been updated to include: Accrued, Used and Available sick and vacation time. QuickBooks Enterprise 19.0 Payroll Permissions In QuickBooks Enterprise 19.0 only, the process of assigning user permissions for payroll have been modified.
You will be warned when assigning a permission that grants payroll transaction access. In the Role List, if a role has an asterisk (.) next to the name, it permits access to sensitive payroll transactions. IIF (Intuit Interchange Format) Imports The IIF file format is an old one, around for ages.
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I always tell people to avoid using it to import data because of the very strong possibility of creating corrupted/erroneous data in your QuickBooks company file. I recommend using a tool like the, which uses the QuickBooks SDK, and that is much more reliable. However, IIF is used by many businesses, and by some Intuit functions (very few), and it has stuck around all this time. In all versions of QuickBooks 2019 desktop, Intuit has improved the import feature to do a better job (they say) of validating imported data. A file of records that cannot be imported is created. I’ve not had a chance to test all of the issues that can occur, but this is a nice improvement. Intuit Data Protect I never use this service, so I can’t really comment about it.
There are much better ways to back up and protect your data. However, if you use it, there are improvements, such as the ability to include other data, and improved notifications about backup status. Condense Data File Optimization This is a feature that you will find in earlier versions of QuickBooks, but there are some improvements here. You’ll find this in the File/Utilities menu, as well as in the Accountant menu. There are new options in this release, such as the ability to just remove the audit trail. Pick, Pack and Ship Process – Sales Order Worksheet The Pick workflow was included in the platinum subscription to QuickBooks Enterprise 18.0. This has been expanded to add a Pack and Ship workflow in QuickBooks Enterprise 19.0, if you enable Advanced Inventory.
Expanding on the pick workflow from before: From the Sales Order Fulfillment Worksheet Dashboard, the Sale Order is sent for packing and assigned to a Warehouse packer. That Warehouse packer records the picked products as boxed and, optionally, notes the weight and dimensions of the package. The details of the products packed are updated in the QuickBooks Enterprise sales order. Back in QuickBooks Enterprise you will prepare the documentation for shipping, optionally using the QuickBooks integration with a FedEx, UPS, or USPS account. QuickBooks for Mac 2019 I’m extremely surprised!
A year ago (or so) I was told that there would be no new versions of QuickBooks for Mac, but here it is! The last update was QuickBooks for Mac 2016. I’m truly astonished!
Since I don’t have a Mac I can’t confirm this list, but what I think we’ll see as new features are:. iCloud Document Sharing – A convenient method for sharing QuickBooks for Mac file using iCloud sync. Modify your books on your work Mac computer then continue where you left off on your home Mac computer. Bank and or Credit Card Reconcile Discrepancy Report – This identifies changes made to reconciled transactions created with this release or later. Square Import – You can import sales data from Square via use of.csv file type.
An old fashioned method, and I’m not sure that I like this, but it is there. Email Tracking – Track dates emails sent with a tab in the Vendor and Customer centers. Report Windows – Improved spacing and readability. User Passwords – Passwords are now required.
Personal information is encrypted. Changes Announced That You Already Have Intuit will be including a number of features in their announcements for QuickBooks 2019 that you already have in QuickBooks 2018 – these are features that were “slipstreamed”, or issued in a maintenance release in QuickBooks 2018 but that might not have been announced at the time. I won’t go into details of these, but you should be able to find them in your QuickBooks 2018 installation:. Employee Pay Adjustment History (All QuickBooks 2018 desktop releases R3 or later). Move QuickBooks to another computer (Found in 2018, not sure what release). Condense Data – I’m not sure when this came out, it is possible that in 2019 they improved the feature? I see it in 2018.
Purchase Order Management Worksheet (QuickBooks Enterprise V18 R5 with a platinum subscription). That is really hard to pin down, Chandra. If you look at Intuit’s most recent fiscal year end statement, they claim 3,412,000 QBO subscribers worldwide. They also claim 749,000 desktop units sold, and another 385,000 desktop subscribers.
However, that doesn’t tell you how many “users” on the desktop, as many people only purchase a new version every third year (when their product is retired), many others don’t renew even that often. Also, I sometimes wonder about how they determine the number of QBO subscribers, since there are many trial versions in play at any given time, and also all ProAdvisors have a free subscription to QBO. This time last year I had about 8 “subscriptions” open at one time, as I was using different QBO trial subscriptions to test features. I’ve not done a trend analysis of the numbers this year.
And the most important point isn’t necessarily number of users, it is the revenue generated by each segment that is the most important. Great article Charlie, as always. Transfer credit between jobs!??? This is a much-needed feature because it has been very difficult to handle the situation when the customer sends one check for multiple jobs, reducing the total for any credit balances on jobs. But if it cannot be undone, that could be problematic.
Will have to dig deeper into how this works. Someone will probably have to create a workaround for fixing it when there is a mistake in how the credits on jobs are applied to other jobs. Thanks for the writeup Charlie! Doug Sleeter.
Ontheclock.com does not connect directly into QuickBooks desktop. OntheClock.com does export an Excel “CSV”) file that is an Excel compatible file which can be imported into QuickBooks. Use the Excel Export button in the Time Cards to get the CSV file on your computer. To import a CSV file into QuickBooks you need to download the Ontheclock QuickBooks Importer from our website. It can be downloaded here. You can view our instruction video for the desktop importer at or you can follow the instructions below. Important Notes for using the QuickBooks Desktop Importer. To Install the QuickBooks Desktop Timecard Importer (QuickBooks Desktop) you must be logged in as the administrator of the computer.
The Importer matches employee by first and last name. They must be exactly the same. It does not push Department and Job Codes and hours for Job Costing. QuickBooks Desktop Timecard Importer uses the Default QuickBooks Desktop payroll Item Names. If you have changed them you need to reset them to the default names below.
Hourly. Overtime (x1.5) hourly. Double-time hourly. Triple-time hourly. Hourly Vacation. Hourly Holiday.
Hourly Sick. Hourly Personal QuickBooks Desktop Importer Instructions. Here you can verify that the hours match between OTC and QuickBooks. Multiple Company Account: If you are running a multiple company accounts, switch your setting in the beginning when you open up OTC Importer to ‘Yes, Prompt each time’ You will want to be in 'Single user mode' to import over hours into the QuickBooks account. Settings and Applications in QuickBooks Desktop Go to Edit Preferences Integrated applications Second Tab Company Preferences.
Make sure OnTheClock appears as an application name and has a check under allow access. Try hitting Reauthorize. Employee Center Click on an employee record to bring up 'Edit Employee' Go to the Fourth Tab 'Payroll Info' Make sure the box 'Use time data to create paychecks' is marked.
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