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Exporting your data from Xero (for migration to QuickBooks Online)

if you are a xero user,interested in switching to intuit,quickbooks online,you will be happy to learn that,quickbooks online allows you to import,four types of data,your list of customers suppliers,chart of accounts and products and,services,in this video we will show you how to,prepare and export,these four types of data from xero,when you export your contacts from xero,a csv,file is created that includes customers,suppliers,and employee names however we can sort,the data quickly for,successful import into quickbooks online,from xero click on contacts and then all,contacts,click on the export button and save the,file on your local machine,open your new csv file in excel and,create a new column entitled,type,go through your contact list and use,this new column to indicate whether,each contact is a customer supplier or,employee,if a contact represents both a customer,and a supplier,duplicate that record and indicate,customer for one,and supplier for the other,note that quickbooks online only imports,the billing,address and only one street level field,so if you use,po address line 2 3 or 4,in xero be sure to combine those columns,with po address line 1,in excel to avoid losing data,you can use the concatenate function to,combine columns quickly and easily,once your file has been edited use the,data filter feature,and select customer from your new type,column,select the entire sheet and copy and,paste it into a new excel workbook save,the file with a unique name on your,local machine,now repeat these steps but this time,select,supplier from the type column,from xero click on settings and then,chart of accounts,click on the export button and save the,file on your local machine,from xero go to settings and then,inventory items,click on the import export button and,choose export to csv,then save the file on your local machine,this concludes how to prepare and export,your data from xero,for migration to intuit quickbooks,online for instructions on how to import,these files into quickbooks online,watch the video qbo import data,also check out the quickbooks online,data import faq,for handy tips and advice

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How to export movement from Quickbooks Online and import into Xero ledger

okay so what we're going to look at here,is getting data out of QBO online and,into a zero ledger so you can run,financial statements for a customer that,is on qbo okay first thing we want to do,is quickly look at what a ledger,actually is this won't take long,it's going here and quickly set one up,now you have to be a zero partner to,have access to what they call Ledger's,now Ledger's are for their partner only,plans leaders are for firms that use,zero for all their customers financial,statements okay okay I'm going to,quickly move through the setup was it,let's just get to the end,okay the new UI,okay so we've imported a good chart got,a master chart because I am an,accounting firm I have a good master,chart I'm gonna import that for my new,teacher okay what he to the setup wizard,and okay so this is a ledger now just a,reminder a ledger you can set up a bank,account you just can't connect it to,online banking and feeding and data okay,but the good thing is you can import,data into,all right so that's one important second,an import option which we're going to,look at now is using mainland journeys,so if you go to import we've now got a,CSV to this you like okay so now bit of,a secret,the Asterix the columns are mandatory,you must have data in the Asterix,columns,unfortunately there's no asterisks next,to there but it is Amanda tree all right,so these ones need to be completed now,I'm just gonna delete those because I'm,not gonna track anything you can look at,that later now what I want to bring in,is 30 June 18 and stuff drag a little,bit down there and the narration is,going to be the same,Thanks I just want you to get an idea of,the type of work we need to do now it's,going to be best excluded because we're,bringing in neat amounts okay so what,we've ended up with here,there's 2 : 3 columns that need,completing so we've got three columns,left now now these columns we need to,populate with data from QBO all right so,if you think about it think about what,type of reports you think we'll need,they need you know the profit and loss,figures for the period and we're going,to need a balance sheet movement,so let's jump into QBO and grab some,reports video all right so I'm a member,of a QBO accounting practice going to go,to clients so now I'm in client see the,dashboard it's in pieces everywhere,what I want is I want data reports it,goes to management reports I want to go,over to is accountant reports and,there's two reports I'm going to pull,out for this example first one is the,balance sheet comparison okay so now,we've got our balance sheet with the,comparison but what I want to do is I,want to do 30 June so it's defaulting to,last month so I'm just going to do a,custom date range make it easy,- boom,good periods reason,run report okay so there was no balances,there okay so this is a new setup new QB,o otherwise would be comparative data so,what we can do here is we can bring that,out to Microsoft Excel I want to run,back on the council reports y

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WooCommerce Sync for QuickBooks Desktop - by MyWorks Software: Setup Steps

hi there my name is David and I'm part,of the team here at my work software,today I'll be showing you how to set up,your WooCommerce sync for QuickBooks,desktop,this will include activating our help or,plugin connecting our sync to QuickBooks,using the QuickBooks web connector,reviewing your mappings and setting your,default settings this will be all you,need to know to get through set up and,begin syncing your orders inventory and,more as a reminder everything I'm,viewing I'm reviewing here today is,already available in our documentation,site you can also review these,documentation articles for the same,step-by-step instructions you'll see,here today to get your single setup as,well as best practices and additional,documentation on other features of our,sync,additionally we include a complimentary,setup call and screen share with all of,our plans so you can schedule that,within your account with us if you'd,like extra help with setup or just have,questions we'll get started by reviewing,our before you install doc this breaks,down the very basic requirements you'll,need to have before getting set up as,you can see here there's a few different,requirements the first is simply an,active QuickBooks desktop company we,support any version of QuickBooks,desktop that's 2015 or later so whether,you have Pro premier or enterprise or,any of the many of the editions like,manufacturing or wholesale we support,them all we also support different,providers like third-party hosting,companies like write networks or summit,as long as your QuickBooks company as an,internet connection and you have admin,access those are the only requirements,and as a note there we do require admin,access just to initially connect to,QuickBooks when you're running our sync,on a day to day basis we won't require,admin access the second requirement is,simply an active commerce store as long,as you have a valid SSL certificate on,it there won't be any other requirements,needed there QuickBooks does require a,valid SSL certificate,in order to connect with your site so,that is important to note in the last,requirement we have is that you have the,QuickBooks web connector installed on,your computer we'll show you how to find,this here in a moment and 99% of the,time this is already installed in your,computer because it's bundled with,QuickBooks and installed on your,computer when you first install,QuickBooks as we note here you can,verify this by visiting file and update,web services in QuickBooks or just by,searching web connector in your Start,menu if in the rare case you do not have,the web connector on your computer it's,very easy to stall install from into its,website here and there that's something,we can assist you with over a setup call,or over a support ticket as well,now we'll get started with the first,part of setup installing the power our,helper plug-in at this point you'll need,to make sure you've already signed up,for an account with us whether it's a,free trial or a paid pl

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QuickBooks Online Client Sync

hi this video will cover QuickBooks,clients click on integrations from the,drop-down choose the information you're,going to be syncing with QuickBooks be,sure to also have there our online guide,pulled up you can find that under,support click on the Learning Center,click on the instructions tab and find,the QuickBooks Online guide scroll down,to the section you're trying to sync in,this case we're on clients so on first,sync of clients you may be presented a,message and button to match clients,click that and that will process the,matches in the modal that pop up if you,do not see a matches option this could,mean that you have a brand-new,QuickBooks account with no client data,in your QuickBooks so proceed through,the steps and this will push anything,that exists in projects 360 for your,clients up to your new QuickBooks,account everything will be automatically,mapped for you if there is records in,your QuickBooks account you will have,the option here to match your clients so,going into projects 360 go ahead and,prepare the client sync does prompt that,we have unmatched clients proceed to,match clients you're going to have your,return list of all your QuickBooks,clients you have a few options here to,ignore your jobs to Auto match to add,match or ignore individually by line,item here per client go ahead and pull,up the guide scroll down to all the,options area for a definition of each,ignoring your jobs this automatically,ignores all of your jobs and sub clients,if you do not wish to match those you,want to generally go ahead and ignore,all your job so run this step first to,ignore all those jobs and that in,QuickBooks Online once you do have your,record pulled up for that client go,ahead and click on edit and a sub,customer is anything that you set up,with your main customer and,choose a parent customer so anything,generally amend sub customer go ahead,and ignore all those records going back,into your projects 360 the next option,you're going to have is to auto match,Auto matches it says here attempts to,match the entire list of clients from,QuickBooks with projects 360 based on,the criteria shown and that's going to,apply across all fields so we look for,an auto match to try to match this,adding this is going to add and match a,new record into projects 360 so,generally this is going to be for any,new items that exists in your QuickBooks,that are not yet in projects 360 so that,could have been maybe they've got missed,in the import for the CSV or you added,those after the fact so any adds here,from QuickBooks you can individually,just click Add per line-item of those,that don't exist and you will not want,to use add until you verify that the,match does not exist and you always want,to check first in projects 360 that the,client name does not exist if you're a,hundred percent sure you can go ahead,and click on add that record if you want,that record in projects 360 and adding,will automatically match that record for,you matching this prompts for t

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Ways to convert your data | Xero

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XERO VS QUICKBOOKS! WHICH IS BETTER?

in this video i'm going to be comparing,xero and quickbooks and seeing which one,is the best for cloud accounting,software it's zero by the way but human,me and let's go through all the,comparisons anyway,i'm sure you will have heard of xero and,quickbooks online they are two of the,most popular accounting solutions for,small businesses i'm also sure that you,all know that i am xero's number one fan,and if you don't where have you been the,last four years i literally made them,send me this hoodie which was the last,one they had in a size double xl and i,went and got it altered and downsized a,few sizes is still way too big but i'm,fine with it that is the level of,commitment that i have still waiting for,zero to sponsor my youtube channel if,you think they should please like and,comment on this video help a girl out so,which platform is right for your,business i'ma get to it but first a,quick summary my firm moved to using,xero in may 2018 and we have never,looked back we are a zero only practice,and every single member of the accounts,team are zero certified advisors it's a,requirement of the job no zero no likey,we were also shortlisted as a finalist,for xero's small practice of the year in,2020. we don't win it's fine,i'm fine,hello darkness my old friend,let's be clear i'm looking at quickbooks,online here not their desktop version,aesthetically now i appreciate that this,is a really personal choice thing but i,think that xero's interface is so much,nicer to look at it's cleaner and,therefore just so much easier to use the,quickbooks one just looks more,complicated for me okay let's move on to,actual facts and not opinions pricing,zero is slightly more expensive than,quickbooks but don't let that put you,off i mean smooth is probably slightly,more expensive than other small,accountancy practices but we're better,so,see the table on the next slide for the,pricing of each software,i will say though that with the pricing,table we're kind of comparing apples and,oranges here there are a few differences,on the prices one of which is that zero,restricts the number of invoices and,quotes to 20 and five bills on its,starter plan whereas quickbooks offer,unlimited on the flip side quickbooks,restricts the number of users on each,plan whereas xero don't i think it's,much more useful to have unlimited users,so that as your business grows you don't,have to keep paying more and more which,is the next difference that i want to,discuss xero gives you unlimited users,on all of its packages quickbooks online,restricts you to up to five users even,on its plus package which is normally 32,pounds per month both software options,charge you extra for payroll but xero,charges extra for cis returns which,quickbooks doesn't,let's talk fixed assets you know those,things that you buy that go to the,balance sheet and not the profit and,loss stay with me in xero you can create,a fixed asset register and it will,accurately calculate and post,appreciation for you each mont

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How to Sync Via the Excel Method

welcome to the keys in chi webinar,concerning stinking viz excel sync,method givenchy offers the ability for,users who are not tied to quickbooks,QuickBooks Online 0 or other compatible,accounting solutions that offer direct,sinks to still contribute data via an,Excel st. method and so we're going to,go through that process today to login,to your Q Vinci account you would simply,visit q Vinci calm and click the login,button,and the user would simply log into the,account that their administrator has set,us for them in the dashboard for my,particular account I have a number of,locations in my dashboard you'll see,that two of them have red dots next to,them that simply means that i have not,synced data for those two locations or,purposes today i'm going to use the,Cassville Missouri in fayetteville,missouri locations to sync excels data,so i'm simply going to click the call to,action item that says link locations,here,what that does is it prompts me to a,page where i can select my thinking,methods QuickBooks Online desktop 0 and,excel so I simply want to enable the,excel syncing method once I have done,that q Vinci will give me some excel,tabs along the top of my screen for this,particular location I have export Excel,and I have sync excel I'm going to,export excel in order to generate a,template to put my financials in to,bring into the system it allows me to,generate a template and it will download,for me immediately,what I have the ability to do is then,simply paste my financials on a monthly,frequency into my template and you'll,notice a number of tabs along the bottom,pl15 for profit and loss 2015 they are,AP sales by customer for 2015 expense by,vendor for 2015 and then we move to more,historical years I'm going to start with,the profit and loss for 2015 and what it,simply gives me is a blank template for,me to pace financials into now the,financials can be brought in in a number,of different formats but there are some,checks and balances in the system such,as total total lines must have matching,headers and so we're going to talk about,that first off you'll notice that I need,to enable my macros and so I'm simply,going to enable that content I need a,macoris enabled workbook and then if I,have an accounting solution perhaps,peachtree or another solution that does,not have a direct connection to Q Vinci,what i would do is go into that,accounting solution and run a profit and,loss report and export it to excel and,and then i'm going to paste that data,into this template so there are two,steps in the queue vinci templates copy,and paste and then select my columns and,so what I've done is actually went ahead,and generated my template from my,accounting software and it can look like,this where I have income and all of my,income accounts and then my cost of,goods sold down to expenses and ending,with net incomes I can also have it,formatted in a different way I can have,it look like this very similar to what,QuickBooks gives you when you export,fro

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QuickBooks Data Automation in Google Sheets - Export, Import, Refresh, Email

in this next video i will be showing you,how to automatically,upload and download your data from and,to your google spreadsheet,in this example we will be showing you,how to do this with the geocon for,quickbooks product,at this point you should have already,created your templates to download data,from your,quickbooks account to the spreadsheet,these templates are profit and loss,and budget versus actual you will also,create,two templates to upload your data from,google sheets to quickbooks,these templates are invoices and,estimates,first we will create two workflows one,will include the processes,of automatic downloads and the other,will show the automatic uploads,first go to your add-ons tab in your,google spreadsheet and then select the,geocon for quickbooks,then in the menu option select,automation and,create workflow,next enter a name and description in,this example we will be using the name,downloads after you completed this step,in the next tab,select templates,in this case it will be profit and loss,and budget versus,actual there is an icon in the shape of,a gear,select it and set up your notification,so that you will get notified in case of,success or error,the next tab will allow you to make a,schedule you can schedule to refresh the,data,hourly daily weekly and or monthly,for this example we will be choosing 1am,the box below labeled,generate a log of all automatic,operations to a separate sheet,will show you the result of this,automation the next tab,will allow you to automatically notify,your clients,this feature will not only allow you to,send customized messages to your client,but it will also allow you to attach,this report in the form of a spreadsheet,link,microsoft excel file csv file,or pdf file now we are ready,to apply and execute,we will create another workflow which,will be responsible for automatic,uploads,in order to validate the download,workflow we will go back to the menu,option,and select the update modify delete,workflow under automation option,next select the workflow template,then click the red button on the bottom,left labeled,execute now current workflow,next open a new tab labeled,automatic operations event log,in this tab you will see a confirmation,of your executed template,this confirmation will include statuses,timestamps etc,note that the steps to create a workflow,to automate your uploads are the same,thank you for watching this video please,like and make sure to subscribe,to our channel

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The Implementer Show. Episode 4: How to Efficiently Do QuickBooks/Xero Accounting for Your Clients

hey everyone we will just like quickly,show ourselves,um and then probably we will switch off,the video to,make sure there will be no lags with the,presentation i think that would be the,best way,and um yeah so it's very nice to have,you all here,i think we've been presented i mean,something,that was i mean over i mean where we,where we regularly are so yeah just,hate everyone yeah hi it's really great,to be here,yep so today we're gonna give you some,yep stop stopping the video okay so,today we're gonna give you some,theory as well as practice um,upon the topic so hopefully we will,learn some insights about the ability to,automate bookkeeping for many clients of,yours,through one system so that all details,are accurately recorded,reports look correct and your time is,safe for more important,tasks and then manual data entry and,let's go,step by step so here is the plan of our,today's,meeting so firstly we will briefly,mention the challenges,all of you might be familiar with,dealing with e-commerce's,then we'll see how automation can help,you face these challenges,and resolve a number of issues,then we'll speak about the criteria for,choosing a good automation app,suitable for your needs and then we will,just demonstrate one of the,options that can work for you and also,we'll share some perks at the very,end of the webinar to all the attendees,so stay tuned,and before getting uh to the point let's,run just the first,really short calling question to find,out how many of you actually work with,e-commerce clients,you should be able to see the pop-up so,just select the option,uh upon how many e-commerce clients you,work with,um so that we can see like what's the,usual routine for you so just like your,variant,it will stay here for about like,several more seconds,so just one select one or two option,three five or,five plus options,and submit the form so that would be it,and we'll be good to go to the,webinar contents further on,okay so we're good with the question i,believe um and emily can you give us the,results please,yeah so you should all be able to see,the results so,the about 50 have about one two clients,with e-commerce,about thirty-six percent three-five and,about fourteen percent,have five plus uh e-commerce clients,okay so hopefully this webinar will help,enhance some productivity so that you,would be able to,get more clients like this and still,you would be able to have plenty of free,time so thank you once again for,answering,and let's um dive into the topic,uh so um like for sure the,number of e-commerces today is growing,really fast and of course,more and more e-commerce business owners,understand how important it is to,do their accounting for their sales,properly,yeah so most of you already know how,many challenges,um there are uh in handling accounting,for e-commerce businesses,uh to name just a few a detailed data,entry,which is you know ideally you want item,and customer details,taxes discounts shipping costs and you,know anything po

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How to download and upload Xero bank transactions

hey guys so welcome back in today's,video i'm going to be showing you how to,download and upload your bank,transactions in xero so first you want,to make sure that we're connected um to,our x0 account in your google sheets if,you see this message that means you are,which is great,then we're going to scroll down to,reports head over to report designer and,then click on design accounting reports,in the drop down menu we're going to,select bing transaction,and then in the date range we want to,make sure that we are within the date,range that we want and then under bank,account we're going to go ahead and,select bank account number bank account,type and this time we're going to add on,code,under context we're going to select name,then we're going to select dates and,then in the line items we're going to,select account code description quantity,tracking and unit amount for the sake of,this video we're going to select,reference although it is not needed,we're going to also select status and,type those two are,in the change pull settings,uh we're going to select,deselect display date range we don't,really want a title,so in fields three through five we're,going to make sure that everything is,correctly filled in the way we want to,and then we're gonna click execute,so if done correctly,your screen should look something,similar to mine and then we're going to,select the data that we do want to,upload so for me it's going to be lines,21 and 22. we're just going to copy and,paste it at the very top that way,everything else is in order and we're,going to go ahead and select the data,that we don't need and this is just for,the sake of organization so we're going,to make sure that our status and type,are both,saying authorized and received so this,is important because without these two,code words authorized and received,we are not going to be able to correctly,upload your bank transactions,so once we confirm that your status is,authorized and your types has received,we're going to go over and we're going,to highlight our data we're going to go,over over to extensions and select,icon for x0 and then we're going to,select upload accounting data,so then your screen should look very,similar to mine and then we're going to,make sure that everything is in order so,we have currently selected rows we have,bank transactions and we have our,operation as insert which is good and,then our first table header is in cell,a1 so that's correct,and then we're going to go through the,fields in xero we need to make sure that,everything here is correctly inputted so,we're going to go through and especially,pay closer attention to the red,asterisks because those are very,important,okay everything looks good our type is,spend our status is authorized we're all,good to go and we're gonna go to column,mappings and make sure everything here,is also correct,then we're gonna go ahead and click,execute and save,so again once done correctly your,results should be on the right hand side,an

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