Question

Importing Journals from CSV into QuickBooks Desktop

Forum|Forum|5 years ago
January 15, 2021
2 replies
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Is it possible to import Sales Journal, Cash Received Journal, Purchases Journal, Payments Journal and General Ledger Journal in an Excel CSV format into QuickBooks Desktop Pro? If yes, what is the procedure? Thanks.

QuickBooks Desktop

R

Rea_M

Hello there, @Allmer.

Currently, you're able to import lists and transactions using MS Excel, CSV, and IIF file formats into QuickBooks Desktop (QBDT). However, you can only perform the process to the following (I'm just naming a few below):

Chart of Accounts
Employees
Vendor Types
Items
Account beginning balances
Cash sales to customers
General journal entries

For the complete tally of lists and transactions that you can import to QBDT, I'd recommend checking out this article: Import and export data in QuickBooks Desktop (Lists and Transactions you can import drop-down). It also includes helpful links on ways to import info in QuickBooks.

You'll first have to install the QuickBooks Import Excel and CSV toolkit to import the list in the CSV format. Before doing so, please know that you can't undo the info you import. You should make a backup just in case. Whenever you're ready, here's how:

Open the file download window for the toolkit, then select Save.
Go to your Windows Desktop, then select Save.
Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
Select Browse, choose the folder where you want to install the toolkit (such as your Desktop), then OK.
Click Unzip to extract the contents, and then select Close to close the WinZip Self-Extractor window.
Open the QuickBooks Import Excel and CSV folder from the location you selected in step 4.

Additionally, here's an article that'll further guide you in managing the growth of your business using QBDT: QuickBooks Help Articles. It includes topics about account management, banking, and expenses, to name a few. You can click the + More topics to view additional selections.

Let me know how it goes. If you have other importing concerns in QuickBooks Desktop, please don't hesitate to comment below. I'm just around to help. Take care always.

A

AllmerAuthor

Thanks for your help.

I just try the QuickBooks Import Excel and CSV toolkit. It can only import Accounts, Items, Customer and Vendor List. I need how I can import transactions like sales invoices, payment journals general ledger journals from CSV into Quickbooks Desktop.

Kind Regards.

R

ReyJohn_D

I'm here to help you import your transactions, @Allmer.

Yes, you're correct. You can only import Accounts, Items, Customer and Vendor Lists using the QuickBooks Import Excel and CSV toolkit. I know another option you can use to get you going.

You can use the Intuit Interchange Format (.IIF) files to import your sales invoices, payment journals and general ledger journals. These data make it easier to transfer data to and from different platforms. This way, you'll be able to manage your company records better in QuickBooks.

Please note that QuickBooks doesn't offer technical support for the IIF import. If the said files came from a third-party app, you'll have to contact their support for further help.

Also, please make sure to back up your company files before importing your IIF's. This way, you can restore them anytime if ever run into problems.

Here's to import your data into QuickBooks Desktop (for QBDT 2020 and higher versions):

Open QBDT with login privileges (right-click on the QuickBooks icon, and then click Run as administrator).
Make sure QBDT is in Single-user mode.
Go to the File menu, and then choose Utilities.
Choose Import, and then IIF Files.
Select the IIF file you want to import, and then Open.
Click OK to continue.

For more information, please see this article: Import IIF into QBDT.

If you're using QBDT 2019 or later, please refer to this article for the steps: How to import IIF into QBDT.

After the successful import process, you can also customize your form templates. This way, you can personalize them based on your needs.

Feel free to mention me in the comment section if you have more file management concerns. I'm here to back you up always. Stay safe and have a great day!