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Michael_Fay
Michael_Fay
June 19, 2024
Question

Quickest way to create a LARGE class list

  • June 19, 2024
  • 2 replies
  • 0 views

Hello again, 

I'm trying to set up the Class list in my Quickbooks Desktop Accountant Edition. I'm curious if there is a way to import the class list from an Excel file? The Google wasn't much help as there was a bunch of ads, and conflicting information. The issue I'm currently having is we have multiple departments for which the Expenses need to be split. And then the BOD wants to see them broken down further. For example. 

Class 1
    Class 1 - Payroll
               Class 1 - Payroll/Wages
                         Class 1a. Wage (Expense)
                         Class 1b Taxes (Expense)
                         Class 1c Benefits (Expense)
                         Class 1d workers Comp Insurance
                         Class 1e Wages (Liability)
                         Class 1f Taxes (Liability)
                         Class 1g Benefits (Liability)  
                 Class 1 - Revenue
                           Class 1h Client Billing
                           Class 1i Donations
This is only just a bit. Each class has around 5-6 Sections each one of those divided up 3-5 times. And there are a total of 22 classes. That is hundreds of entries and with no ability to copy and paste classes (at least that I've seen) it is going to take me weeks, if not longer to enter them all in manually. 

Please help me figure out the quickest way to do this.  

Thank you in advance



2 replies

R
RogelioL
June 19, 2024

I'm glad to have you here again, Michael. Let me share information about importing a class list to QuickBooks Desktop Accountant.

 

To begin with, please know that importing a class list from an Excel file to QuickBooks Desktop is currently unavailable. Since you want to import a class list, you can use the IIF file instead. For more details about importing class lists, please refer to this article: Export, import, and edit IIF files.

 

On the other hand, if you prefer to import using an Excel file, I recommend giving direct feedback to our product engineers. Although this feature isn't available yet, the good news is that QuickBooks is constantly working to improve its products and services to make your experience even better.

 

Allow me to guide you through the process:

  1. Select the Help option
  2. Choose the Send Feedback Online option.
  3. Click the Product Suggestion option. A pop-up window will appear.
  4. Note down your feedback suggestion, then click Send Feedback to submit it.

Once done, you can monitor and check the status of your request by checking our Customer Feedback.

 

Alternatively, you can check our QuickBooks Apps to look for a third-party app that can help you import a class list.

 

Moreover, you can check out this article if you need to delete batch transactions: Batch delete or void transactions in QuickBooks Desktop Accountant.

 

I'll be around if you need further assistance importing a class list. Keep safe.

S
SIAB
June 20, 2024

@Michael_Fay 

You can use an importer tool as a workaround. It's a $199 one time license and you can get $100 cashback to purchase it via a partner.

https://get.transactionpro.com/qbd

 

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