How To Enter Transactions By Batch In QuickBooks Desktop?

Instructions for Batch Entering Transactions in QuickBooks

The improved Batch Enter Transactions’ feature in QuickBooks® Accountant 2014 is made for accounting professionals who would you like to work more efficiently and profitably when providing write-up services for their clients. It also is wonderful for companies using QuickBooks Enterprise Solutions 14.0 and would like to quickly add data to their QuickBooks file. This particular aspect is included with QuickBooks Accountant 2014 and all editions of QuickBooks Enterprise Solutions 14.0 software.

Use Batch Enter Transactions for adding the next transaction types to a QuickBooks data file:

Credit Card Charges or Credits
 Bills and Bill Credits
 Invoices and Credit Memos
With Batch Enter Transactions feature you can:

Enter transactions in batch on a screen designed for power data entry
Paste 1,000+ transactions from Excel and save the details all at once
Easily enter after-the-fact transactions into a customizable data entry grid
Pick from multiple data fields and which order to produce the columns of data
Save hours of the time entering multiple transactions, like those from handwritten documents.

Related post:

Follow these few steps for making use of the improved Batch Enter Transactions feature:

1. Launch Batch Enter Transactions from the Accountant Center or perhaps the Accountant menu. For QuickBooks Enterprise users, you can access the Batch Enter Transactions from Banking, in the menu bar.

2. Select the desired transaction type from checks, deposits, credit card charges, credits, bills and bill credits, invoices and credit memos.

3. Click Customize Columns button on the straight to display the columns of data desired and to rearrange the order of this columns.

4. Begin typing data in to the Batch Enter Transactions grid for the selected transaction type. For the Write Check or Invoice transaction type, QuickBooks will automatically populate the next incremental transaction number.

5. Optionally, select a certain row, and click the Split button when you look at the lower left. The image  below shows how exactly to enter multiple lines for just one customer invoice.

6. Optionally, copy Excel data into the clipboard (using any common Excel copy functionality include right-clicking and selecting copy or highlighting cells of information and selecting the Ctrl + C on your own keyboard).

Caution: make fully sure your columns of information in the Batch Enter Transactions dialog window match the cells of information you will be copying in Excel. If you should be not using account numbering, it is important to type the name associated with account exactly as it really is in QuickBooks. In the event that account, name or item is certainly not found in the file you should have the choice to incorporate it towards the respective list.

7. On the Enter Batch Transactions dialog box, right click with your cursor on the go you need to populate. Into the image below, I have selected the top left cell and after selecting Paste from the right click menu, the data from Excel will prefill the grid.

8. For any fields without matching data in QuickBooks, begin typing the proper information for the field. The Customer:Job field displayed in red into the image below is does not exist into the QuickBooks file. Select the file along with your cursor and QuickBooks will offer a choice of adding it to your QuickBooks file.

Note: Splitting transactions will allow you add single or multiple split line in a transaction.

9. Click the Save Transactions button and QuickBooks notifies you for the number and form of transactions saved to your QuickBooks file.

Related post:

A fast post on your accounts receivable register shows the added transactions. If any transactions were incomplete, they will be displayed in the Batch Enter Transactions window for you really to complete. The single item displayed below was missing the item on the excel spreadsheet. If you want to learn how to Enter Transactions By Batch In QuickBooks Desktop then contact our Quickbooks customer support anytime you want.


Now, wasn’t that easy! Accounting professionals providing write-up work can be more profitable by working more efficiently. QuickBooks Enterprise Solutions 14.0 users can access this same feature for entering batch transactions.

Go Back


Blog Search


There are currently no blog comments.