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hi I'm Hector Garcia I'm a CPA and I'm gonna dance QuickBooks ProAdvisor and I'm well known in my community for the amount of videos that I create around QuickBooks and Excel I have prepared what I call an epic webinar where I take four to six years of my experience learning specifically how to import data into QuickBooks both QuickBooks Online and QuickBooks desktop I'm calling it the importing data from banks PDF and Excel into QuickBooks masterclass it's going to be a three-hour webinar on February 7th at 2:00 p.m. Eastern if you register for the webinar you'll be able to watch it live for 3 hours and ask questions if you can't attend it live you can still register for the webinar and watch the recording afterwards whether you watch it live or purchase it to attend it later both will have access to the recording afterwards the amount of information I will be sharing in that webinar will require you to watch it two and three four five times and use it as a reference for your data entry importing jobs now the target audience for this webinar is if you're an accounting professional tax preparer QuickBooks consultant and you foresee doing a lot of data entry this year during tax season this webinar is perfect for you the reason I'm doing it in February is because I'm making the assumption that between February and April you'll be really really busy preparing a lot of financial statements whether you're a tax preparer or someone just working with QuickBooks I think you will get a lot out of this now if you're a non accountant if you're not an accounting professional then I only think you'll get your money's worth if you're about to embark in sort of like a year-long worth of data entry project or you're entering maybe 500 transactions or more you know the ideas that I can shave you two to six hours of your work so you have to figure out whether the cost of the webinar is going to be worth your while but if you're an accounting professional dealing with two or three four clients and you do a lot of data in and you feel that you waste a lot of time doing the entry itself into QuickBooks this webinar will be perfect for you now this three-part webinar which will last three hours will consist into three pieces part one will do data conversion data preparation and cleanup part two we'll get into importing into QuickBooks desktop and part three we will talk about importing into QuickBooks Online it's important to take note that the only information that we're going to be focused on importing is bank and credit card information we're not going to be importing invoices or bills or information from your shopping cart we'll only focus on bank and credit card information which is 90% of the work the work that most accounting professionals do now let's let me give you a quick preview or well what are all the topics that we're going to cover so part one we'll talk about what type of data can quickbooks online accept make sure that you know you're looking at the data and say yeah quickbooks online can accept this what type of data can QuickBooks desktop accept you look at it and say okay this is ready this is not ready now which tools I use my go-to tools to go from a PDF bank statement sometimes they're actually scan sometimes or the digital PDFs from the bank they're better by the way but so you have both I'll discuss what tools I use to convert that into Excel and I go into Excel first for a very specific set of reasons has to do with cleaning up the data and stuff I'll discuss that in a little bit and then I'll talk about which tools allow me to take the data from Excel assuming that I converted from PDF to excel or maybe the bank gave it to me in Excel and maybe my client gave it to me in Excel that's another use case how to take that excel data and put it into a quickbooks in portable format specifically a dot qbo format that allows you to use something called bank feeds now I'm going to explain to you the difference between bringing a CSV file versus a qbo file into quickbooks online basically the CSV file is a little bit limited and I'll explain the pros and cons on using each one and also make you think on what software you will need to best or no software at all if you're gonna go with CSV then I'll tell you how to import vendors because that's actually we spend a lot of time type vendors into QuickBooks how to import vendors before with the bank feeds and how to make that whole process marry each other now we'll talk about QuickBooks desktop and I'll discuss the same QBO file which is the web connect file that goes into QuickBooks desktop using bank feeds I'll discuss an AAF file there's some weird banks that give you IFI also explain to you how to look at it and decide whether or not you want to use and I have file or how to break it down and convert it into something else then I'll go in deep detail on batch enter batch enters one of my favorite tools available in the accountant and Enterprise Edition so we'll discuss that and then we'll talk about importing customers and vendors into QuickBooks as well then we'll get into the tools that I use to go from PDF to excel which is can writer Excel addition to QBO convert pro PDF to CSV and PDF to excel the last three are the ones that I'm going to demo scan writer is a hugely popular software but it's a $1,500 to $2,000 investment so I really really want the webinar to give you your money's worth I'm going to show you some of the less expensive tools there are only between 100 bucks - 300 bucks and I'll show you how to use those because those actually can be as powerful scan writer but I will compare them to give you an idea because actually has scan writer as well but I won't explain to you under what circumstance one will be better than the other then I'll talk about the excel - qbo conversion tools both for benefits into QuickBooks Online and desktop I'll talk about the two tools that are having that and discuss the prices and which was better for what situation and then I'll talk about going from PDF statement into QuickBooks straight or the qbo format that I was explaining earlier so I'll explain the same tools and how they work with that function there are going to deep how-to tutorials with those specific tools that you're seeing on the screen including PDF to excel which is a really neat tool by a software company called cognate you explain under what circumstances are like that but Euler tool because you know every case is different every client case is different and hopefully to this webinar you you learn how to get that instinct or you look at the case and say hmm I'm gonna use this tool I'm gonna use that tool because again the only purpose of this webinar is to shave hours of your work if if you can't do that then I'm not achieving my goal in teaching this webinar now I'll talk about some of the final thoughts how to choose the right tool when you would use more than one tool or multiple tools I'll explain that and then I'm going to go into Excel I'm going to show you some of the quick and dirty tricks that I have to clean up Excel data I mean thousands of transactions cleaning up in ten 50 minutes and get so cleaned up and organized that when it comes into QuickBooks it is really really flows easily your benefits rules starts picking them up and and QuickBooks starts detecting some of the vendor name starts detecting some of the categories so I'm gonna show you how to clear it up in Excel before bring it into QuickBooks that would probably want to be one of the biggest learning experiences you have especially if you're an Excel user yourself you you're not a lot of cool things in Excel that you can do before bringing it then I'm gonna go part two we're gonna talk about QuickBooks desktop and I'm actually gonna walk through bank feeds give you some tips on how to use bank feeds the built in tool if you just have a qbo file you don't have to convert it I mean sometimes your client gives you access to the bank and you can download a qbo file and you can skip all this conversion stuff so explain to you how to go straight into bank feeds without any conversion then I'll explain badge enter that's really neat tool that it's available in accountant and Enterprise Edition and compared it to I'll give you sort of the you know pros and cons of each one then I'll talk about importing vendors and customers which is crucial you know to speeding up the process and then if you're using QuickBooks Pro or premier which I suspect a lot of you could be using I will show you how to use transaction importer Pro which is a different tool all together there's a third-party tool that can import the data and you will start noticing you know what what are the pros and cons are using bank feeds conversion to qbo and transaction Pro importer if the data is in Excel then part three we'll talk about QuickBooks Online sort of the same process I'll explain the difference between CSV and QBO files will use transaction pro importer and compare with bank feeds and also import vendors and customers and batch and if we have time at the end the bonus will be reclassifying transaction so we got time in the three hours I will go deep into reclassifying which is a crucial tool to data entry and if we don't have time there will be a pre-recorded video but you'll have access to on the reclassified tool which is again a real powerful tool as well and that will be it will spend three hours on that we'll have open Q&A it will go for as long as you have questions so the webinar could go for hours long we'll see and then after the webinar is done I'm gonna go ahead and record it I'm gonna post it into my QuickBooks Academy website so later on in the future you can access at any time you have unlimited access to the webinar recording afterwards I will not be doing this webinar again at least in the year 2018 I will be selling the recording of course you'll be sealing me to see me selling the recording but I won't do another live webinar for it so there'll be a one-time shot and and the recording will only be available to the folks that pay for it so the webinars going to be $2.99 now I'm gonna run a special coupon that if you buy it before January 31st so 7 days before the webinar generally 31st it'll be $100 discount so use the coupon code jan 3 1 J and 3 one I'll put it on the description below use that coupon code the webinar will go down to 200 bucks in from the February 1st you need to register it will be $300 no exceptions I'm trying for the folks again and earlier try to give you guys a deal and I'm also going to cap the webinar at 50 people 50 people will be the maximum I will have on this webinar because I want to be able to have a nice Q&A session for the folks that want to attend alive again you go to www.bookshare.org you look for the course there it's got that title importing data from banks PDF and Excel into QuickBooks go in there put the coupon code register and I really want to see you on February 7th and again I'm gonna make one last piece of statement if you purchased a webinar and halfway through the webinar you didn't get double triple the value of what you pay for simply just log out send me an email and I will give you a hundred percent of your money back I I guarantee you this is the best webinar I have ever done for any accounting professional ever I have given some of this knowledge for free in multiple webinars in the past but I have never organized it into one master class for all sorts of data important and data conversion which I'm calling the epic webinar of the year so I hope to see you register by January 31st and if you're an accounting professional I hope that afterwards you have the most profitable and productive tax season ever that's my commitment to you thank you