Lisa_Lighthouse
Level 1
‎February 26, 2019 01:25 PM

importing an excel file into Quickbooks desktop

I use a ticketing software that produces a general ledger summary for me to post to Quickbooks, that contains debits/credits to asset, liability, income and tax accounts. I can export the entry to an excel file or CSV, but cannot figure out how to import the file into Quickbooks.  It keeps coming up with having to create a map, which I don't understand at all.

Anyone have any suggestions?

Thanks

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Anonymous
Not applicable
‎February 26, 2019 02:17 PM

Reports and accounting

QB will import your Journals once converted to an IIF file. 

Use our BRC IIF Transaction Creator Pro   to convert an Excel worksheet containing transactions (of many types) to an IIF file for import into your QuickBooks company file.

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Lisa_Lighthouse
Level 1
‎February 27, 2019 06:57 AM

Reports and accounting

Thanks for the reply.  Is this purchase and converting to IIF file, the only solution?  My ticketing program is telling me that you can import an excel file to Quickbooks.  I'd rather not have to make a purchase at this point.

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Malcolm Ziman
Level 10
‎February 27, 2019 08:06 AM

Reports and accounting

@Anonymous wrote:

QB will import your Journals once converted to an IIF file. 

Use our BRC IIF Transaction Creator Pro   to convert an Excel worksheet containing transactions (of many types) to an IIF file for import into your QuickBooks company file.

are you allowed to sell your products or offer your services for a fee here? 

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