Check the transactions you've imported.If everything looks right, click Import. Once your transaction is ready, copy and paste it into the Import Invoices window.Open the template and add your information, then Save.Type a name and save the template to a location.Click the Gear menu in the lower left and choose Export Table Template.Choose File > Import > Transaction > Invoices.We'll import invoices and do the same process for each of the transaction types you import. Let's make sure that we already have the Customers, Vendors, classes, and item in your Company file to ensure the process works well. Once done, we can now start importing transactions in batches to QuickBooks for Mac. I'd suggest creating a backup file to keep a record of the transactions. Let me share insights when importing data for such a long period might cause your computer to lag. I'd be glad to help you with importing your data to QuickBooks Desktop. When new customers are created, the software will set either the Customer Since or Lead Since date so you know how long a customer has been with you.įilter by Card Type - Filter by Card Type in the Bank Register, as well as a source journal, check number, amount to/from and Memo & Payee.īack and Next - Use new back and next arrows on the Sales window to flip through your transactions.ĭelete Warning - A confirmation warning message appears before anything is mistakenly deleted.Thanks for taking the time reaching out here for help, ScraPerfect. Filter by Customer/Lead Since depending on the Card Type selected.Īdvanced Filtering - Use advanced filters to search the Bank Register and the Sales Register.Īuto-populate - Auto-populate your Customer Since and Lead Since date. New Fields & Filters - The Card Summary and Card Detail Report include custom fields for Customer/Lead Since, Lead Status and Lead Source. Reset System Date - If you've left AccountEdge running overnight, it will ask if you want to update the date when you resume using the program. Search by Card - The Bank Register lets you search by Card in order to see all bank transactions associated with a customer.įull Service Payroll - Our online payroll service includes a new design to make payroll data entry, processing and reporting easier and faster with less steps. A new Multi-Year Spreadsheet report displays year-over-year comparisons in columns. Historical Reports - Start building seven years of Profit and Loss reports and Balance Sheets. Purge Quotes - Purge quotes and lead records that didn't convert to sales and are no longer needed. The memo field is updated on each transaction. Transaction journals and recaps will show the transaction as void. Void Check - Void any kind of check and mark it as reconciled. Along the way we've tweaked the fonts and layout of many other windows.Ĭreate Copy - Create a template based on an existing sale or quote with the details from the original by choosing "Create Copy." They are resizable and much easier to read. New Look And Feel - We've updated the look of the Sales window to streamline our most important data entry screens. New reports show how long it took to convert leads and more. Convert leads to customers and track their status as well as the source of the lead. Lead Tracking -You can create and track leads. Get Paid Online - Web Pay lets you email invoices and statements containing a payment link, allowing customers to pay you online.
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