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E
EEX
April 4, 2020
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Importing some templates, customer details, supplier details & items to a new account. no transactions needed.

  • April 4, 2020
  • 1 reply
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Hi

I have just set up a ltd company after being self employed fo many years. I need to import the invoice & statement templates. Also my customer/supplier/item lists.

Can you kindly advise me how to do this.

I run quickbooks pro desktop latest version

Best answer by Rasa-LilaM

Hi Also

 

Is it just the statement template that cant be imported or sales invoices too?

 

If you could kindly advise.

 

Regards


Welcome back to the Community, @EEX.  

                  
In the desktop version, importing invoices and other transactions can be done using the IIF file format. I suggest you continue using the feature to transfer the data into another company file.


To help eliminate the errors, I suggest using the improved IIF Import kit. It can help scan bad data.


Once it finds one, the tool will show the number of items successfully imported or failed. Aside from that, it provides a new.IIF file of the failed transactions, along with the description.


The following guide provides an overview of how to successfully export or import entries:

Improved IIF Import in QuickBooks 2019 and later.


Keep in touch if you have any other questions or concerns. I’ll be right here to answer them for you. Enjoy the rest of the day.

1 reply

MariaSoledadG
MariaSoledadG
April 4, 2020

Hi EEX, 

 

You can import invoices to QuickBooks Desktop using an Intuit Interchange Format (.IIF) file. Let me guide you how.

  1. Sign in to your company file as an admin.
  2. Go to File and select Switch to Single-user Mode.
  3. Make a backup of your company file. This way you can restore it if the data doesn't import the way you expected.
  4. Go to the File menu and select Utilities then Import. Select Import IIF Files.
  5. Browse to your IIF file. Select it and then select Open.
  6. Click OK to confirm your data was imported.

Here's an article for more information on what you can import in QuickBooks: Import and Export Data In QuickBooks Desktop.

 

Then, import customers, vendors, and items. 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.

Please go over to this article: Import Or Export MS Excel Files.

 

However, if you haven't transferred your data from your QuickBooks Self-Employed (QBSE) account to Excel, you can only export them as PDF files. You'll want to manually enter your data in QuickBooks.

 

I have these help articles in case you have other questions about QuickBooks Desktop.

 

Let me know if you have any other concerns. I'll be here to help.

E
EEXAuthor
April 10, 2020

Hi

 

Apologies for my late response. It's a bit crazy in the UK right now.

 

Just so your aware iv'e been running QBPRO desktop for all the time i have traded. I have not run a self employed version. Does that affect your instructions?

 

Also when I import the files albeit .IIF files or excel files what file do I have open, the new ltd company file or the old non ltd file?

 

I hope that makes sense.

M
MaryGraceS
April 10, 2020

Hello there, EEX.

 

Thank you for getting back to us. Let me answer your follow-up questions and share some insights about importing information into QuickBooks Desktop. 

 

Let's start with your first question. Though you have not run QuickBooks Self-Employed, it does not affect the instructions provided by my colleague. They are the general steps to import lists and transactions in QuickBooks Desktop. 

 

Next, let me answer your question about which company file to open when you import. You need to open the company file you wish to save the exported data. If you export them from the old company file, then you can import them to the new file to save time from manually transferring data. 

 

Meanwhile, the option to import statement templates is currently unavailable. I suggest using a third party software or to enter them manually. Also, make sure to back up your company file to avoid accidental data loss. 

 

For additional reference, I've attached an article you can use to set up the opening balance, as well as to handle pending payments in QuickBooks: Enter an Opening Balance for a Bank, Credit card, and Other Types of Accounts.

 

Let me know if you have additional questions. Take care. 

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