QuickBooks opens a formatted Excel spreadsheet where you can enter your information. When you save and close the file, you can review results and view your data in QuickBooks.To import Customers, Suppliers, and Products you sell
- Go to File menu > Utilities > Import > Excel Files.
- If you get the Add/Edit Multiple List Entries window, click No.
- Follow the wizard in importing files.
- Select the type of data.
- QuickBooks opens a formatted excel spreadsheet. Once you have entered your information, saved the file and closed it, you will be given the option to Add My Data Now.
- Review results and view Data in QuickBooks.
- Click Close when done.
Note: If you need to import additional customer, supplier or item data from excel using this option, you can always go back to this window.
To import Chart of Accounts
Note: Before importing, we recommend that you create a backup of you company file.
- Go to the Lists menu, then click Chart of Accounts.
- Click the Account drop-down at the bottom, then choose Import from Excel.
- Click Browse to select the Excel file you wan to import.
- Select the file, then click Open.
- Select 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.
- Type in a mapping name.
- Select Account as Import type.
- Match the information under QuickBooks with the column headings in your Excel sheet.
- Click Save.
- Click Import. If it's your first time to import, click Yes to confirm the process.