Import Data - Revision history

Tim Peeler at 17:48, 6 August 2019

2019-08-06T17:48:45Z

Tim Peeler at 17:24, 6 August 2019

2019-08-06T17:24:35Z

Tim Peeler at 17:23, 6 August 2019

2019-08-06T17:23:53Z

Steve Kleinman at 19:56, 21 July 2019

2019-07-21T19:56:54Z

Tim Peeler at 19:44, 2 January 2019

2019-01-02T19:44:40Z

Tim Peeler at 19:43, 2 January 2019

2019-01-02T19:43:51Z

Tim Peeler at 19:42, 2 January 2019

2019-01-02T19:42:59Z

Tim Peeler at 19:39, 2 January 2019

2019-01-02T19:39:02Z

Tim Peeler at 19:37, 2 January 2019

2019-01-02T19:37:01Z

Tim Peeler at 19:15, 2 January 2019

2019-01-02T19:15:01Z

← Older revision		Revision as of 17:48, 6 August 2019
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	==== '''Explanation''' ====		==== '''Explanation''' ====


	[https://profitnavigator.net/ '''Profit Navigator'''] provides two methods for automatically importing multi-year data into your account. The first is by using an '''Excel™''' spreadsheet and the second is by connecting directly to your '''QuickBooks™''' account. This system simplifies the import of prior year's data and reduces the amount of time required to populate multiple years of [[Monthly Data Entry\|'''Monthly Data''']]		[https://profitnavigator.net/ '''Profit Navigator'''] provides two methods for automatically importing multi-year data into your account. The first is by using an '''Excel™''' spreadsheet and the second is by connecting directly to your '''QuickBooks™''' account. This system simplifies the import of prior year's data and reduces the amount of time required to populate multiple years of [[Monthly Data Entry\|'''Monthly Data''']]
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← Older revision		Revision as of 17:24, 6 August 2019
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	[https://profitnavigator.net/ '''Profit Navigator'''] provides two methods for automatically importing multi-year data into your account. The first is by using an '''Excel™''' spreadsheet and the second is by connecting directly to your '''QuickBooks™''' account. This system simplifies the import of prior year's data and reduces the amount of time required to populate multiple years of [[Monthly Data Entry\|'''Monthly Data''']]		[https://profitnavigator.net/ '''Profit Navigator'''] provides two methods for automatically importing multi-year data into your account. The first is by using an '''Excel™''' spreadsheet and the second is by connecting directly to your '''QuickBooks™''' account. This system simplifies the import of prior year's data and reduces the amount of time required to populate multiple years of [[Monthly Data Entry\|'''Monthly Data''']]
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	==== '''Instructions''' ====		==== '''Instructions''' ====

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-=== Importing Sales, Costs of Goods and Total Expenses ===
+==== '''Explanation''' ====
-==== Importing from an '''Excel&trade;''' Spreadsheet ====
+==== '''Instructions''' ====
 To use an '''Excel&trade;''' spreadsheet, you will need to export your data from '''QuickBooks&trade;''' or otherwise prepare a spreadsheet with Sales, Cost of Goods and Total expenses for each month and year you have been in business.  We have provided a short tutorial video below to help you export your data from '''QuickBooks&trade;''':
@@ Line 21: / Line 23: @@
-==== Importing directly from '''QuickBooks&trade;''' ====
+===== '''Importing directly from QuickBooks Online&trade;''' =====
 To import directly from '''QuickBooks&trade;''', you will need to link your '''QuickBooks&trade;''' account to your [https://profitnavigator.net/ '''Profit Navigator'''] account.  Start by logging into the '''QuickBooks&trade;''' account you want to link then go to the [https://www.profitnavigator.net/application/members#/administration/data-import '''Import Data'''] section.

@@ Line 24: / Line 24: @@
 To import directly from '''QuickBooks&trade;''', you will need to link your '''QuickBooks&trade;''' account to your [https://profitnavigator.net/ '''Profit Navigator'''] account.  Start by logging into the '''QuickBooks&trade;''' account you want to link then go to the [https://www.profitnavigator.net/application/members#/administration/data-import '''Import Data'''] section.
-In the second blue panel, there will be a button that says "Connect to '''QuickBooks&trade;'''" that will allow you to start the linking process.  After clicking that button you will be taken to a '''QuickBooks&trade;''' and you will be asked to give permission to link your '''QuickBooks&trade;''' account to [https://profitnavigator.net/ '''Profit Navigator'''].  If you have multiple companies listed in '''QuickBooks&trade;''', be sure that you select the business you are trying to import data for. Finally, click the green "Connect" button and you will be redirected back to the [https://www.profitnavigator.net/application/members#/administration/data-import '''Import Data'''] section.
+In the second blue panel, there will be a button that says "Connect to '''QuickBooks&trade;'''" that will allow you to start the linking process.  After clicking that button you will be taken to a '''QuickBooks&trade;''', and you will be asked to give permission to link your '''QuickBooks&trade;''' account to [https://profitnavigator.net/ '''Profit Navigator''']. If you have multiple companies listed in '''QuickBooks&trade;''', be sure that you select the business for which you are trying to import data. Finally, click the green "Connect" button and you will be redirected back to the [https://www.profitnavigator.net/application/members#/administration/data-import '''Import Data'''] section.
-Once your '''QuickBooks&trade;''' account is connected to [https://profitnavigator.net/ '''Profit Navigator'''], the system will get information about the starting year of your business and present you with a list of the years for which data is available.  Clicking on a year will connect to '''QuickBooks&trade;''' and load that data into the page.
+Once your '''QuickBooks&trade;''' account is connected to [https://profitnavigator.net/ '''Profit Navigator'''], the system will get information about the starting year of your business and present you with a list of the years for which data is available. Clicking on a year will connect to '''QuickBooks&trade;''' and load that data into the page.
-When data is first loaded from '''QuickBooks&trade;''' you will have to set the category for each line item entry because the categories from '''QuickBooks&trade;''' do not match the same categories in [https://profitnavigator.net/ '''Profit Navigator'''].  If a '''QuickBooks&trade;''' category has already been mapped to a [https://profitnavigator.net/ '''Profit Navigator'''] category, you will not have to re-submit categorization.
+When data is first loaded from '''QuickBooks&trade;''' you will have to set the category for each line item entry because the categories from '''QuickBooks&trade;''' do not match the same categories in [https://profitnavigator.net/ '''Profit Navigator''']. If a '''QuickBooks&trade;''' category has already been mapped to a [https://profitnavigator.net/ '''Profit Navigator'''] category, you will not have to re-submit categorization.
 In the first table presented, a list of all transactions for the loaded year will appear with the '''QuickBooks&trade;''' category, amount, month of entry and a set of radio buttons to select the [https://profitnavigator.net/ '''Profit Navigator'''] category.  For each item, click on the [https://profitnavigator.net/ '''Profit Navigator'''] category that best represents the transaction.
-For example a '''QuickBooks&trade;''' category like ''Income - Landscaping Services - Job Materials - Plants and Soil'' would be mapped to the category ''Sales'' and the '''QuickBooks&trade;''' category ''Expenses - Job Expenses - Job Materials - Plants and Soil'' would be mapped to the category ''Cost of Goods''.  You may reach out to the [[Contact Us|'''Help Desk''']] or your advisor for assistance in initially setting up your category mapping.
+For example a '''QuickBooks&trade;''' category like ''Income - Landscaping Services - Job Materials - Plants and Soil'' would be mapped to the category ''Sales'' and the '''QuickBooks&trade;''' category ''Expenses - Job Expenses - Job Materials - Plants and Soil'' would be mapped to the category ''Cost of Goods''. You may reach out to the [[Contact Us|'''Help Desk''']] or your advisor for assistance in initially setting up your category mapping.
 Unless you select ''Show Mapped Transactions'', once you map a '''QuickBooks&trade;''' category to a [https://profitnavigator.net/ '''Profit Navigator'''] category, any entries using that category will disappear from the list.  The first time you map your categories, it is recommended that you have ''Show Mapped Transactions'' enabled so that you can review the categories before you complete the initial import process.

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 [https://profitnavigator.net/ '''Profit Navigator'''] provides two methods for automatically importing multi-year data into your account.  The first is by using an '''Excel&trade;''' spreadsheet and the second is by connecting directly to your '''QuickBooks&trade;''' account.
 ==== Importing from an '''Excel&trade;''' Spreadsheet ====
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 ** If the layout is the same for each sheet, simply use the selector next to the field indicating the year to copy the layout settings from the sheet you configured. This method will save a lot of time otherwise spent manually setting the rows and columns for each sheet.
 ** When each sheet is configured, simply click the green import button. When importing is complete, the system will notify you. Check the results of the import in the [[Planning|'''Planning''']]/[[Monthly Data Entry|'''Monthly Data Entry''']] area.
 ==== Importing directly from '''QuickBooks&trade;''' ====

@@ Line 1: / Line 1: @@
 === Importing Sales, Costs of Goods and Total Expenses ===
-[https://profitnavigator.net/ '''Profit Navigator'''] provides two methods for automatically importing multi-year data into your account.  The first is by using an Excel&trade; spreadsheet and the second is by connecting directly to your '''QuickBooks&trade;''' account.
+[https://profitnavigator.net/ '''Profit Navigator'''] provides two methods for automatically importing multi-year data into your account.  The first is by using an '''Excel&trade;''' spreadsheet and the second is by connecting directly to your '''QuickBooks&trade;''' account.
-==== Importing from an Excel&trade; Spreadsheet ====
+==== Importing from an '''Excel&trade;''' Spreadsheet ====
-To use an Excel&trade; spreadsheet, you will need to export your data from '''QuickBooks&trade;''' or otherwise prepare a spreadsheet with Sales, Cost of Goods and Total expenses for each month and year you have been in business.  We have provided a short tutorial video below to help you export your data from '''QuickBooks&trade;''':
+To use an '''Excel&trade;''' spreadsheet, you will need to export your data from '''QuickBooks&trade;''' or otherwise prepare a spreadsheet with Sales, Cost of Goods and Total expenses for each month and year you have been in business.  We have provided a short tutorial video below to help you export your data from '''QuickBooks&trade;''':
 <youtube>gICZ3_kX65w</youtube>
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 Once you have completed exporting your data from '''QuickBooks&trade;''' go to the [https://www.profitnavigator.net/application/members#/administration/data-import '''Import Data'''] section.
 * Click the button labeled "Choose File" and select the spreadsheet you want to import.
-* Once your Excel&trade; file is loaded, you’ll be presented with a table showing the contents of each sheet found in the Workbook
+* Once your '''Excel&trade;''' file is loaded, you’ll be presented with a table showing the contents of each sheet found in the Workbook
 ** For each sheet, set the year
 ** If the layout is the same on each sheet you will only need to do the following once:

@@ Line 4: / Line 4: @@
 ==== Importing from an Excel Spreadsheet ====
-To use an Excel spreadsheet, you will need to export your data from QuickBooks or otherwise prepare a spreadsheet with Sales, Cost of Goods and Total expenses for each month and year you have been in business.  We have provided a short tutorial video below to help you export your data from QuickBooks:
+To use an Excel&trade; spreadsheet, you will need to export your data from QuickBooks or otherwise prepare a spreadsheet with Sales, Cost of Goods and Total expenses for each month and year you have been in business.  We have provided a short tutorial video below to help you export your data from QuickBooks:
 <youtube>gICZ3_kX65w</youtube>

← Older revision		Revision as of 19:15, 2 January 2019
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	<youtube>gICZ3_kX65w</youtube>		<youtube>gICZ3_kX65w</youtube>

−	Once you have	+	Once you have completed exporting your data from QuickBooks go to the [https://www.profitnavigator.net/application/members#/administration/data-import '''Import Data'''] section.
		+	* Click the button labeled "Choose File" and select the spreadsheet you want to import.
		+	* Once your excel file is loaded, you’ll be presented with a table showing the contents of each sheet found in the Workbook
		+	** For each sheet, set the year
		+	** If the layout is the same on each sheet you will only need to do the following once:
		+	*** For each column, select the appropriate month
		+	*** For each row, select the appropriate line item (Sales, Costs of Goods Etc.)
		+	** If the layout for each sheet is different, you will need to repeat the above for each sheet.
		+	** If the layout is the same for each sheet, simply use the selector next to the field indicating the year to copy the layout settings from the sheet you configured. This method will save a lot of time otherwise spent manually setting the rows and columns for each sheet.
		+	** When each sheet is configured, simply click the green import button. When importing is complete, the system will notify you. Check the results of the import in the [[Planning\|'''Planning''']]/[[Monthly Data Entry\|'''Monthly Data Entry''']] area.