Skip to main content
8
88daly2
June 8, 2020
Question

Can i import my excel estimate into quickbooks without doing any changes

  • June 8, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details

    2 replies

    Rejeil_O
    Rejeil_O
    June 8, 2020

    Welcome to Community @88daly2,

     

    Let me share with you some of my ideas when importing transactions in QuickBooks Desktop. You are not able to import transactions like estimates through Excel files. I can suggest to look for a third-party app that can help you import estimate using Excel file.

     

    You can follow these steps on how to search for a third-party app in QuickBooks Desktop. Here's how:

     

    1. Go to the QuickBooks Desktop Apps Store.
    2. Select the All Applications tab.
    3. You can add filters by Categories, QuickBooks Compatibility, and Developer.
    4. Enter the processor in the Search field.

     

    Also, the other option to import estimates in your QuickBooks Desktop account is to create an IIF file. I recommend contacting an IT professional to assist you create an IIF file.

     

    If you'll need further assistance, just notify me by leaving a message in the comment section. I'll be happier to help. Have a good one!

      D
      Dellis51
      January 21, 2021

      I believe this answer is incorrect.  I contacted Quickbooks support yesterday and was told that you cannot use IIF to import or export transactions,  only lists.  On my utilities options there is no choice for exporting transactions.  Is this only available to Enterprise? 

      LieraMarie_A
      LieraMarie_A
      January 21, 2021

       I'm happy to help you import an .IIF file in QuickBooks Desktop, @Dellis51.

       

      This is available in all QuickBooks Desktop versions. You can use IIF files to import and export your lists, as well as transactions. Before doing the process, make sure to back up your company file before you import IIF files. If you ever run into problems, you can use your backup to restore your data.

       

      1. Sign in to your company file as an admin.
      2. Note: If you’re in Multi-user mode, go to the File menu, then select Switch to Single-user Mode.
      3. Go to the File menu, then select Utilities.
      4. Choose Import, then select Import IIF.
      5. Select the IIF file you want to import, then select Open.
      6. Click OK to confirm the import.

       

      These instructions are also available from our guide on exporting and importing IIF files.

       

      You can also check out this article for more info about setting up data files in QuickBooks Desktop: Import and export data.

       

      Please feel free to reach out to me here should ever need a hand with QuickBooks, I want to ensure your success. Take care and have a wonderful day!

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      June 9, 2020

      ...

      S
      ShulyM
      March 19, 2022

      I'm looking into streamlining our agency client billing process, from the time of client billing submission by the media team to creating the invoice in our QB desktop by accounting team.

       

      Currently, our process is as such: 

      1. media team provides accounting with the SOW (pdf format) via email
      2. Invoice is created and info from SOW is manually typed to an invoice in QB, (each media buy separately)

      However, if media buys are different from the SOW, media team types the changes in the email. And again, the accounting team copies/paste into an invoice created in the system (QB). 

       

      As you can imagine it is extremely time consuming, error prone, and inefficient. There must be a better way and it is time for a change!

      My question is - if the SOW is submitted in a different format, which format should it be so we would be able to be in order to upload to QB desktop? 

      However if there are any recommendation in how to make our processes more efficient that would be extremely helpful.

      Much thanks!

      S
      ShulyM
      March 19, 2022

      to add on here -

      Is there a template to prepare the client invoice with the data? where do I find various templates if so?

      as for templates for credit card transactions to upload into the QBDT, is that something I find within the online banking transaction, e.g. JP Morgan credit card, Amex?

       

      Terms & ConditionsAccessibility statement