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bev8878
March 21, 2022
Question

Unable to copy cells from excel sheet to enter batch transactions (QB Enterprise)

  • March 21, 2022
  • 1 reply
  • 0 views

I have an excel sheet that I am trying to copy/paste to batch enter Credit Card Charges & Credits (QB Enterprise).  I suspect it is something in the formatting of the excel spreadsheet.

 

I can copy/paste a series of transactions, a single line, or a single cell .      I have closed all programs and re-opened then (The excel sheet and QB Desktop)

 

Any suggestions on how the Excel sheet should be formatted (eg.. text only) so it is able to be copied and pasted to batch enter transactions?

1 reply

A
Alex M
March 22, 2022

Hi there bev8878,

 

It's vital that all your transactions be entered into your books so that your account balances can be correct. QuickBooks Enterprise is a great tool able to help you keep track of sales and expenses in order to help you see the profitability of your business. I can point you in the right direction for information about Excel.

 

In order to know how you could format an Excel file as plain text so it can be copied and pasted easily, I recommend checking out the resources on Microsoft Excel's site for assistance. They have some articles as well as contact information to reach out to their support team in order to get this working for you.

 

If you have any other questions, feel free to reach out here.

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