CSV file upload - formatted csv file

Hi there, 

Congrats on the upgrade! It's important you're able to upload your formatted csv files and I'll be happy to steer you in the right direction. 

IIFs are used to export or import QuickBooks Desktop data. You can import things like your bank transactions, accountant’s changes, general journal entries, and batch transactions. You can import lists like your customer and supplier lists.

You can export lists like your customers and suppliers, price levels set up on a percentage basis, and payroll data from Intuit payroll services. I'll list out the items you can import below:

To import data, follow these steps:

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. Select OK to confirm your data was imported.

For more info on uploading CSV files, I recommend checking out this article here: Import/export CSV files.

Give this a try and if you have questions, please contact our support team using this link. Let me know if you have other questions by leaving a comment below. I'll be on standby.