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Powerful Excel Feature: VLOOKUP – Use to translate your data from values to names

How to create your lookup or translation table in excel to convert account numbers to QuickBooks Customer Names

Often times your databases that are external to QuickBooks Online will create reports that have data by account or item number instead of customer, vendor, employee or item name.  So the question is how do you translate the account numbers to match your names in QuickBooks Online?  You can do this very easily by using Read More

Helpful Excel Formula: How to Change Format of Names from FirstName LastName to LastName FirstName

Sample Excel File to reformat the name

Often times we find that the name formats (whether they be customers, vendors, employees or other names) differ between QuickBooks and the export file from other applications.  We recently had a client contact us regarding his import file which had one field for the name that started with the customer’s first name.  Unfortunately, our client Read More

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