How to Import to QuickBooks

Written by admin on April 21, 2013

This article explains how to import to QuickBooks from an Excel or comma separated values (.csv) file. Windows based QuickBooks allows you to import your data from a Microsoft Excel worksheet or from a .csv file into four different lists:

 

It can be faster as well as easier to import these through the window Add/Edit Multiple List Entries.

In the event you need to import a list of transactions or other types of lists, or you are a QuickBooks for Mac user, you need to use the Intuit Interchange Format files (.IIF). For information on how to use .IIF, visit the Intuit support center article http://support.quickbooks.intuit.com/support/Articles/HOW12778.

QuickBooks has a reference guide on how to create and work with CSV and Excel files. It is titled the “QuickBooks Import Excel and CSV toolkit”. This kit contains:

 

To quickly and efficiently learn how to import to QuickBooks, you should install the QuickBooks Import Excel and CSV toolkit using these detailed instructions:

 

If you need additional help and are having problems importing a CSV or Excel file into QuickBooks and need more information on how to import to QuickBooks, contact our local QuickBooks Pro Advisor in your area for help. They are highly qualified to resolve any issues you are facing in QuickBooks or the bookkeeping/accounting cycle.