Difference between revisions of "Import Data"
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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: | 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: | ||
| − | <youtube>https://www.youtube.com/ | + | <youtube>https://www.youtube.com/watch?gICZ3_kX65w</youtube> |
Revision as of 15:08, 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:
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