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Excel import tool for QuickBooks® software: the Elate Addins for QuickBooks Excel import tool allows seamless flow of data into QuickBooks from an Excel spreadsheet saving hours of data entry and reducing errors for the user
The Elate Addins import tool has the capability to import all transaction data from purchase bills, sales invoices, payments, receipts, credit notes, debit notes, journals, quotations, purchase order , sales order etc. into the QuickBooks with a click of button. All the data gets seamlessly ported in appropriate vouchers inside the QuickBooks application.
- Open the QuickBooks database file.
- Log in to the Elate Addins application by providing the authenticated username and password.
- Click on the import button on the top menu and choose the appropriate voucher.
- Select the excel template you wish to upload.
- Example choose tax invoice and click select file to choose the excel template and click OK.
It will start populating all the transactions in the excel template and then the user can click on insert button to upload the transactions directly into QuickBooks. Once completed it will also display the total number of records that have been uploaded.
