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There is one challenge though – to use QBO for purchase orders you have to manually enter every purchase order and that could be a bottleneck for Accounting. How to Enter Purchase Orders: Recording, Tracking & More. SOLVED•by QuickBooks•Duration • 44• Updated over 1 year ago. Was this. Go to Vendors and select Create.

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Export General Ledger Details from QuickBooks to Excel · Once inside your QuickBooks, from the left navigation bar, click on reports. · Then type in general ledger. 2: Your QB item list will then show on the screen. At the bottom of this page there will be a series of buttons. Click the 'Excel' button and choose 'Export all items'. How to upload excel data file or csv file into QuickBooks Pro? · Open the file download window for the toolkit. · Click Save. · Double-click.

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When you imported the QuickBooks data into Accounting CS. I can help you create and/or import the journal entries. Currently You'll have to convert the Excel file to Intuit Interchange Format .IIF) file. Import Templates can be opened in Excel and must be saved in *.csv format for so that the opening trial balance is easy to import into Accounting Seed. reason why the "Use date system" is marked true on the Journal Entry template?