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Import or export MS Excel files

Learn how to import and export QuickBooks data with MS Excel files.

You can import and export various list and transaction types to and from QuickBooks Desktop using different file formats.

Import Excel files

You can import Customer, Supplier, Items, and Chart of Accounts from an Excel spreadsheet. There are several options available when importing Excel files from QuickBooks.

Export Excel files

You can export Customer, Supplier, Payroll lists and transactions, as well as Items list into an Excel spreadsheet. If you need to change a report’s appearance or contents in ways that are not available in QuickBooks, you can also export reports and customise it in Excel without affecting your QuickBooks data.