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Hello,
I am running QuickBooks Desktop Pro 2017, Excel 2010, & Windows 10.
I have two QB companies (files) which have had no information (ie no account changes and no transactions) entered for the last five years (since 2015). Many of the accounts in both companies are now obsolete (and were even obsolete in 2015).
All of the data to upgrade active accounts to the present are in an Excel workbook.
My aim at this point is to manually create a single new company file which includes only the accounts (from the existing two companies) which have had activity since 2015, enter appropriate beginning balances for each, and then import data (transactions) for the past five years from Excel.
I have the following questions:
1) Is there a better/simpler method for getting to where I want to go than what I have described above?
2) What is currently the best/simplest method for importing data from Excel into QuickBooks?
In the past, I used an importing method which involved organizing all transactions into the format shown in the following screenshot:
Is that the best way to do it or is there a simpler/easier method?
Thanks
