Difference between revisions of "Import Data"

From Profit Navigator
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=== Importing Sales, Costs of Goods and Total Expenses ===
 
=== Importing Sales, Costs of Goods and Total Expenses ===
  
[https://profitnavigator.net/ '''Profit Navigator''']
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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.
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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:
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<iframe width="560" height="315" src="https://www.youtube.com/embed/gICZ3_kX65w" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>

Revision as of 15:02, 2 January 2019

Importing Sales, Costs of Goods and Total Expenses

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.

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:

<iframe width="560" height="315" src="https://www.youtube.com/embed/gICZ3_kX65w" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>