QuickBooks for Mac 2014 User’s Guide 13
Fun fact: You can use the Add Contacts window to add basic customer info without copying it from someplace
else. Just type your customers' info into the fields rather than copying it.
Troubleshooting
• I can't click a cell in the Role column after I've opened the Add Contacts window. Click "cnt..." and choose
Add Line.
• I got a message in the Import status window that says I have errors in some of my items? We can help you
fix them:
1 Close the Import status window by clicking OK.
2 On the spreadsheet, look for the items that have red Xes on the far left side.
3 Click on the item with the red X. A message pops up to the right of the item's row describing what
went wrong.
4 Fix the items with the red Xes and click Import again.
5 Click OK when QuickBooks finishes importing your items.
Entering historical transactions
It's moving day! Only instead of moving offices, you're moving your
data into QuickBooks. And as with most moves, you probably won't do
it all in one fell swoop. It may take some time to get everything in
there. But even if you don't have all the historical data in your
company file, you can (and should) still keep going with entering new
transactions along the way.
When you created your company file, you entered a start date for
your company. If you entered a start date in the past, you’ll need to enter all historical transactions from that start
date through today. Your business may have existed for longer than that start date, but that's OK. For example,
let's say your new year's resolution was to move your business finances from spreadsheets to QuickBooks. You set
the company file's start date to January 1, even though you've been in business for three years already. So you
should enter all your past transactions back to January 1 of this year.
A little confused? Don't be. You're just starting your QuickBooks file at a moment in time. If you're in doubt about
what your start date should be, check with your accountant.
!
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