Question

Importing invoices

Forum|Forum|4 years ago
June 14, 2022
2 replies
21 views

Hi, I'm new to QB's and would like to know if there is a way to import customer invoices and vendor bills from excel spreadsheet into the Desktop 2020 version.

QuickBooks Desktop

C

ChristieAnn 11

Level 9

Welcome back to the QuickBooks Community, Bluemagma1. Yes, there is a way to import customer invoices and vendor bills from an excel spreadsheet into the Desktop. I'll ensure you can perform the process by following the steps below so you can accomplish your goal.

To start with, you'll have to install the QuickBooks Import Excel and CSV toolkit to begin importing a list in the CSV format to QuickBooks Desktop. Beforehand, you can see the details below of what 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.

Then, follow the steps below on how you can start to install the QuickBooks Import Excel and CSV toolkit.

Open the file download window for the toolkit and click select Save.
Go to your Windows Desktop and choose Save.
Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
Click Browse and choose the folder where you want to install the toolkit (such as your Desktop). Then, OK.
Select Unzip to extract the contents and select Close to close the WinZip Self-Extractor window.
Open the QuickBooks Import Excel and CSV folder from the location you selected in step 4.

After that, you can now import customer invoices and vendor bills into the Desktop 2020 version. You can open this article to see the detailed information on how to perform the process: Import and export data in QuickBooks Desktop.

Lastly, you may refer to this article to view steps on how you can run various reports to display all your income and expenses entries from your company file: Understand reports.

Please don't hesitate to click the Reply button below if you have further questions about importing invoices and bills. I'll be here to help, Bluemagma1. Have a great day.

B

Bluemagma1Author

Hi ChristiAnn,

Thanks for your help. I was able to download the kit but unfortunately I'm unable to use it to import invoices into QB's. I have high volume of recurring invoices I need to key in every month and would like to be able to import it from my excel spreadsheet into QB's.

M

Maybelle_S

QuickBooks Team

Thanks for getting back to us, @Bluemagma1.

I want to ensure this is taken care of, but first, could you tell me what error message you get when using the toolkit to import invoices?

In the meantime, we can import your transactions using IIF files. Make a backup of your company file before proceeding, then import IIF files. If you ever have an issue, you can recover your data from your backup.

Sign in to your company file as an admin.
Note: If you’re in Multi-user mode, go to the File menu, then select Switch to Single-user Mode.
Go to the File menu, and then Utilities.
Choose Import, then select Import IIF.
Select the IIF file you want to import, then click Open.
Click OK to confirm the import.