CSV files are simple text files containing tabular data. Each field in the file is separated from the next by a comma. Most spreadsheets support this format, although you can create and edit CSV files with any text editor like Notepad.
This article provides steps for exporting and importing CSV files. To learn more about other data types you can import and export to and from QuickBooks Desktop, see
Import CSV files
To import list in the CSV format, you need to install the QuickBooks Import Excel and CSV toolkit. The toolkit contains:
Import from Excel and CSV Manual – a PDF document with instructions, best practices and notes.
CSV Examples Folder – 4 sample CSV files, one for each type of list.
XLS Example Folder – a sample Excel file containing 4 worksheets, one for each type of list.
Allowed fields – a reference guide explaining what fields are available for Excel and CSV import.
Steps to install the QuickBooks Import Excel and CSV toolkit