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clongo789
October 29, 2024
Question

Quick Books Online Practice Excel Files location

  • October 29, 2024
  • 2 replies
  • 0 views

Hello. In the learning exercise for Green Tree Landscapes, it reference importing data that the owner has prepared in excel (see below)

Where are the excel documents located on the quickbooks practice page? or do i have to make them myself?

 

. From their previous business contacts, Jon and Alice have a list of customers that they’d like to enter into QuickBooks. Jon has provided you a list of customers in Excel. Import the customer list into QuickBooks. 7. Alice entered all Green Tree Landscapes services in MS Excel. Import the list of Products and Services. 8

2 replies

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Sherrie_F
October 29, 2024

Your presence here in the Community is highly appreciated, @clongo789. I want to share valuable information on how QuickBooks Online Education Exercises work.

 

You'll work through tasks for a fictional company like Green Tree Landscapes in your case, often creating and importing data yourself.

 

Since Green Tree Landscapes hasn't provided an Excel file, you'll have to create your own Excel file and import it into QuickBooks Online (QBO).

 

Additionally, I've got you this article in case you want to export your reports to Microsoft Excel from QuickBooks Online: Export your reports to Excel from QuickBooks Online.

 

You can always drop by if you hit a roadblock or just want to celebrate a small victory.  I'm invested in your success with this, and I'm excited to see how you make out with Green Tree Landscapes. You've got this, and I've got your back.

Rainflurry
Rainflurry
October 29, 2024

@clongo789 

 

Go to Settings > Import data.  Select 'Customers' under "What do you want to import?" and click Import.  On the next screen, click 'Download a sample file'.  That will give you an Excel template you can use to format the customer data Jon provided.  Do the same with Products and Services.  

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