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Import your spreadsheets to QuickBooks

We understand that many of our new customers are already using spreadsheets to record their customers, suppliers, products and services, income and expenses. The good news is we have the functionality you need to help you bring your spreadsheets into QuickBooks.

 

In this article, we recommend that you to import your spreadsheets into QuickBooks in the order below to help you get set up as quickly as possible.

 

Customers

Most of our QuickBooks customers keep a list of their customers in a separate spreadsheet. You can start by importing a list of your customers into QuickBooks.

 

If you do not have a list of your customers in your spreadsheet, do not worry. If your customer details can be found in your invoices and you are planning to import them later, your customer records can be imported then.

 

This article details the steps to follow.

 

Suppliers

If you have a list suppliers that you use, import your supplier to QuickBooks next.

 

If you do not have a list of your suppliers in your spreadsheet, do not worry. If your supplier details can be found in your bills and you are planning to import them, your supplier details can be imported then.

 

This article details the steps to follow.

 

Products and Services

If you sell products and services, we recommend you import your products and services list with the respective quantity on hand. This ensures that you have the right stock quantities going forward.

 

This article details the steps to follow.

 

Invoices

This is a time saving functionality that allows our customers to import all their invoices into QuickBooks simply and quickly. If you have not imported your customer list earlier, all customer details on this spreadsheet can be imported into QuickBooks.

 

This article details the steps to follow.

 

Bills

Similar to invoices, you can import all your bills into QuickBooks using a spreadsheet. If you have not imported your supplier list earlier, all supplier details on this spreadsheet can be imported into QuickBooks.


This article details the steps to follow.

1 REPLY
Community Host

Re: Import your spreadsheets to QuickBooks

Fantastic guide!