Import Purchase Details HZd
Jobs to Customers
The next step is mapping your jobs/projects from your purchases to "Customers and Jobs" in QuickBooks: If you cannot find the Customer:Job name, go into QuickBooks and create a new name, then click "Sync" in HammerZen. When you do not use Customers ...
Name and Accounts
After you have granted access and created a backup of your file, you can proceed. Your first step is to select a Vendor Name and Account. Vendor Name: the name of the vendor where you made your purchases. We recommend using only one name (i.e. "Home ...
Connect HammerZen and QuickBooks
Open the software: Find the HammerZen icon on your desktop and double-click. This will open the program. Select the file location: Now that you have downloaded the purchase data and found the QuickBooks file location, you need to connect the location ...
Verify and Post
Congratulations! You've made it to the last step. Now all you need to do is classify and verify your fields. Item Name: The name will auto-populate from previous screens, but you can change it as needed. When you want to use the same Item for all of ...
Sales Tax
Sales Tax varies from store to store, depending on each store's location. You will not find the sales tax rate on the receipt, so you can either: Do the math and backtrack to find the sales tax (We do NOT recommend this method, as some of the ...
SKUs to Item
Your items are mapped with a variety of fields; make sure each field is appropriate for each item. Item Name: Populates based on the selection you made in the previous step. Item Description: Populates from the data you uploaded. Select Item Name Map ...
Departments & SKUs
Before you enter the items, you must understand the basics: Home Depot departments (available in the Purchase Details) Types of Items in QuickBooks How to enter new items in QuickBooks or map existing items in HammerZen You also need to decide how ...
Import Purchase Details Video
Here is a quick run-down of importing purchase details into QuickBooks Desktop!