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rym-consulting-o
October 11, 2024
Solved

How to move information for Jan to August is saved on a flashed drive to the new computer?

  • October 11, 2024
  • 11 replies
  • 0 views
Original commenter did not share additional details
Best answer by rvrfrf

Thanks for joining the Community, rym-consulting-o.

 

Before importing data into your books, there's a few things you'll want to be aware of.

 

You can only import the following information:
 

  • Vendors
  • Invoices
  • Customers
  • Bank Data
  • Chart of Accounts
  • Products & Services

 

You can learn more in our Common questions about importing data article.

 

When you're ready to import your data, you can do so from the Import data screen.

 

Here's how:
 

  1. Sign in to QuickBooks.
  2. Use your Gear icon.
  3. Go to Import data.
  4. Select which type of data you're looking to import.

 

I've also included a couple detailed resources about importing data which may come in handy moving forward:
 

 

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful Friday!

11 replies

rvrfrfAnswer
October 11, 2024

Thanks for joining the Community, rym-consulting-o.

 

Before importing data into your books, there's a few things you'll want to be aware of.

 

You can only import the following information:
 

  • Vendors
  • Invoices
  • Customers
  • Bank Data
  • Chart of Accounts
  • Products & Services

 

You can learn more in our Common questions about importing data article.

 

When you're ready to import your data, you can do so from the Import data screen.

 

Here's how:
 

  1. Sign in to QuickBooks.
  2. Use your Gear icon.
  3. Go to Import data.
  4. Select which type of data you're looking to import.

 

I've also included a couple detailed resources about importing data which may come in handy moving forward:
 

 

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful Friday!

rym-consulting-oAuthor
October 11, 2024

Do these instructions work on the desktop version of QB?

MariaSoledadG
MariaSoledadG
October 12, 2024

QuickBooks Desktop has a differerent approach and offers a unique method when transferring data from your flash drive to your computer. Allow me to guide you on how you can do this, Rym

 

There are several ways how to import information in the desktop version. You can do this with MS Excel, CSV file, and IIF. With Excel file you can import Customer, Vendor, Items and Chart of Accounts. 

 

Also, QuickBooks opens a formatted Excel spreadsheet where you can enter your information. Once you save and close the file, you can review the result and view your data in QuickBooks. To import Customers, Vendors and Product you sell, you can do this with the Standard import option.  Here's how:

 

  1. Go to the File menu, select Utilities then Import and then Excel Files.
  2. If you get the Add/Edit Multiple List Entries window, click No.
  3. Follow the wizard in importing files.
    1. Select the type of data.
    2. QuickBooks opens a formatted excel spreadsheet. Once you have entered your information, saved the file and closed it, you will be given the option to Add My Data Now.
    3. Review results and view Data in QuickBooks.
    4. Select Close when done.

 

For more detailed information on the process and to import additional customer, vendor or item data, refer to this article: Import or Export MS Excel Files.

 

Another method is using CSV files. You can create and modify CSV files with any text editor like Notepad. This approach requires  installing the QuickBooks Import Excel and CSV toolkit which includes instructions, sample files and reference guide that will explain the available fields available. For a comprehensive guide, see this article: Import and Export Data in QuickBooks Desktop.

 

Additionally, QuickBooks offers a variety of reports to help verify imported data. You can also customize the report to display the information as you prefer. I've added this article for your reference: Customize Reports in QuickBooks Desktop.

 

Please let me know if you have any other questions when moving your information to QuickBooks Desktop. We're always right here to help. Have a nice day.

rym-consulting-oAuthor
October 11, 2024

Do these features work on the desktop version too?

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