Import Square into QuickBooks Desktop (2) - PowerPoint PPT Presentation

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Import Square into QuickBooks Desktop (2)

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There are two ways of importing PayPal transactions into QuickBooks. Firstly it can be done manually and the other way is using the .iif file for bulk importing. Now let look in detail at how we can import PayPal transactions into QuickBooks. – PowerPoint PPT presentation

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Title: Import Square into QuickBooks Desktop (2)


1
Import PayPal transactions into QuickBooks
2
PayPal is an international e-commerce business
allowing payments and money transfers to be made
through the Internet for a fee. Millions of
companies use PayPal and if you are one of them
or are considering becoming a user you may be
wondering how to get the information from PayPal
into QuickBooks.
3
Depending on the volume of PayPal transactions
you have, manually recording PayPal transactions
in QuickBooks may not be an option. One way to
record a PayPal transaction manually would be to
generate an invoice and record the payment
individually for each sale. Luckily, PayPal
activity can be exported to an Intuit Interchange
Format (.iif) file and easily imported into
QuickBooks.
4
Import Using the .iif File
5
Download Your .iif from PayPal
  • Log in to PayPal account.
  • My Account tab gt History
  • Choose Download History.
  • Select a date range.
  • Under File Types for Download, opt for a
    QuickBooks file (.iif).
  • Click Download History.
  • When prompted to enter account names, enter them
    exactly as they appear in your Company's chart of
    accounts
  • Save the .iif to the desktop.
  • From the QuickBooks File menu, select Utilities gt
    Import gt IIF Files.
  • Select the iif file located on the Desktop.
  • Click Open

6
Import Using Dancing Numbers
7
  • Firstly download Dancing Numbers Software from
    the official website.
  • Then simply choose to Import.
  • Select from the list of apps you want to import.
    (PAYPAL in this case)
  • Select all the transactions you wanna import.
  • Then click Import Now and You are done.

8
If any issues and problems arise then follow you
can visit DancingNumbers.com where you can find
the related links, topics, and video tutorials
that would help you with all the topics related
to importing data. It also provides you with the
required information and added knowledge about
the software.
Source Dancing Numbers
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