Question

import Excel file into desktop quickbooks

Forum|Forum|4 years ago
October 23, 2021
5 replies
0 views

I am having issues with the prior accountant giving me a back up of the QuickBooks desktop. He cited legal and licensing issues with making a back up. He sent me the general ledger in Excel. Is it possible to import this into a new set of books. I have never had this happen and it appears you can't just import the general ledger? Any suggestions???

QuickBooks Accountant Desktop

M

Mich_S

Hello there, @SueSch.

Allow me to share with you some information about Importing/exporting excel files to QuickBooks Desktop.

Using multiple file formats, you can import and export numerous lists and transaction kinds to and from QuickBooks Desktop.

An Excel spreadsheet can be used to import Customer, Vendor, Item, and Chart of accounts data. When importing Excel files from QuickBooks, you have several options. These options are Standard Import, Advanced Import, Add/Edit Multiple Lists.

Option 1: Standard Import:

1. Open the File menu, choose Utilities then Import, and click Excel Files.

2. Hit NO if you get the Add/Edit Multiple List Entries window.

3. Follow the wizard in importing files.

Choose the type of data.
QuickBooks opens an excel spreadsheet in a structured format. You'll be given the option to Add My Data Now after you've input your information, saved the file, and closed it. Check results and open Data in QuickBooks.
Hit Close once done.

Once done, you can create a backup of your company file then, import the Chart of Accounts.

Open the Lists menu, then choose Chart of Accounts.
Choose the Account drop-down, then hit Import from Excel.
Click on Browse to choose the Excel file you want to import.
Choose the file, then hit Open.
Choose the Excel Sheet where the data you want to import is on.
Map your accounts.
Mapping your accounts tell QuickBooks how to import the data from your Excel sheet. The column headings in QuickBooks may be different from your Excel, so you’d need to match them.
1. Enter a mapping name.
2. Choose Account as Import type.
3. Match the information under QuickBooks with the column headings in your Excel sheet.
4. Hit Save.
Click on Import. If it's your first time importing, hit Yes.

Please check out this article for further information about options 2 and 3 in importing from Excel: Import or export MS Excel files.

Also, read these guides to learn more about import or export information with QuickBooks Desktop:

Helping you is our top priority. Just hit the Reply button if you have other concerns with importing or with QuickBooks. The Community is always available for you. Stay safe.

V

Vagabali

Hi, is there a way to import the list of issued invoices via Excel or .CSV file?

All I found was about lists of Customers, Vendors, Accounts, and Items, nothing about invoices.

Thank you

AlcaeusF

Thanks for joining this conversation, @Vagabali.

I'm here to share information about importing invoices in QuickBooks Desktop (QBDT).

Currently, the option to import invoices via Excel or .csv file is unavailable in QBDT. You can only import Customer, Vendor, Items, and Chart of Accounts

There are two workarounds that you may consider. First is by looking for a third-party application that can integrate with QBDT and allows you to import invoices via Excel or .csv file. Since we can’t recommend a specific app, I suggest visiting our QuickBooks Desktop Apps Store. In this, you can look for an app that suits your business needs.

Another option is by importing your invoices using Intuit Interchange Format (IIF) files. To know more about the process, consider checking out this article for further guidance: Export, import, and edit IIF files.

I also recommend visiting our website for more tips and resources you can use in the future: QBDT self-help articles.

Please post again or leave a comment in this thread if you have more questions about importing transactions or anything else QuickBooks. I'm more than willing to assist. Take care always.

Fiat Lux - ASIA

@SueSch wrote:
He cited legal and licensing issues with making a back up.

@SueSch

I'm not sure why they use that excuse not to share the backup file. Afaik, it has nothing to do with file sharing with software licenses or copyrights. If you are not familiar with IIF, utilize one of these importer tools to import it as Journal Entry.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

A

Arshadjamal

Hi,

Since two day i am in contact with quickbook desk top support team to help me for transferring my data from excel file to desk top pro 2021 . they are not able to transfer this, Can any one help me to transfer my data.

Thanks

R

rvrfrf

Thanks for joining this thread, Arshadjamal.

To verify my understanding, did you perform the steps provided in Mich_S's post for importing Excel files? If so, did you run into any issues when trying to follow our importing process?

I'll be looking forward to hearing back from you. Have a lovely day!

S

Steve112248

I have over 200 credit card transactions in Excel that I want to export to Quickbooks Desktop for Mac 2022. The instructions I've seen don't seem to apply to this product. For example, going to FILE/UTILITY/IMPORT does not indicat Excel. Going to FILE/IMPORT also does not indicate Excel. Will you explain the procedure for me? Thank you, Steve

Fiat Lux - ASIA

@Steve112248

Can you ask another file format from your bank? e.g csv, qbo

Or do you need to import sales receipt data?

S

Steve112248

Thanks for the super-fast response! I used my AMEX for both personal and business last year. I downloaded the AMEX transactions to Excel where personal charges were deleted. I was trying to import the spreadsheet to QB. If it helps I can export the Excel spreadsheet to CSV.

M

MichaelTomar

You can import Excel data into QuickBooks Desktop, but it's not as straightforward as importing a backup. Skyvia directly supports QuickBooks Desktop, so you can import the CSV files.

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