Skip to main content
S
sara8
February 20, 2019
Solved

Please can you advise how to import a list of sales invoices from excel on to QB Desktop.

  • February 20, 2019
  • 1 reply
  • 0 views

The excel list contains columns for Date, invoice number, net amount, VAT and Total

Best answer by SophiaAnnL

You can definitely import those invoices from Excel using IIF files, Sara.

 

QuickBooks Desktop uses the Intuit Interchange Format (.IIF) files to let you import or export data from different programs. Before you import the invoices, please ensure that your Excel file is already formatted to the supported file type.

 

This process also comes with limitations. I've got you an article that lists all of the limitations when importing Excel files into QuickBooks. Once you're all set, you can follow these steps to start the import process:

  1. Log in as Admin to your QuickBooks Desktop company file.
  2. Switch to Single User Mode.
  3. Click the File menu at the top left corner.
  4. Select Utilities, Import, and then, choose IIF Files.
  5. Find the IIF file that you saved, and then select it.
  6. Click Open.
  7. Click OK when you get a message to confirm that your data has been imported.

I'm always around if you need more help with this. Thanks for dropping by the Community.

1 reply

C
Chris_H
February 21, 2019

Hi Sara,

Welcome to the community!

 

Can I just ask, which version of QuickBooks Desktop is it that you are using when trying to import the transactions from Excel?

Thanks im advance,

Chris

S
sara8Author
February 22, 2019

Hi Chris,

 

Thank you for responding to my question.

 

I am using Premier Accounting Edition 2019.

 

Sara

SophiaAnnL
SophiaAnnLAnswer
February 22, 2019

You can definitely import those invoices from Excel using IIF files, Sara.

 

QuickBooks Desktop uses the Intuit Interchange Format (.IIF) files to let you import or export data from different programs. Before you import the invoices, please ensure that your Excel file is already formatted to the supported file type.

 

This process also comes with limitations. I've got you an article that lists all of the limitations when importing Excel files into QuickBooks. Once you're all set, you can follow these steps to start the import process:

  1. Log in as Admin to your QuickBooks Desktop company file.
  2. Switch to Single User Mode.
  3. Click the File menu at the top left corner.
  4. Select Utilities, Import, and then, choose IIF Files.
  5. Find the IIF file that you saved, and then select it.
  6. Click Open.
  7. Click OK when you get a message to confirm that your data has been imported.

I'm always around if you need more help with this. Thanks for dropping by the Community.

Terms & ConditionsAccessibility statement