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In QuickBooks Desktop, we can import the data using CSV files which 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, however, you can create and edit CSV files with any text editor like Notepad. To learn more about other data types you can import and export to and from QuickBooks Desktop, check out this article: Import/export overview.
Then, install the QuickBooks Import Excel and CSV toolkit on your software. Here's how:
- Open the file download window for the toolkit, then select Save.
- Go to your Windows Desktop, then press Save.
- Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
- Tap Browse, choose the folder where you want to install the toolkit (such as your Desktop), then OK.
- Click Unzip to extract the contents, and then 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.
Then, follow the next steps in this article to finish the process: Import/export CSV files. To import the data in SQL (Dynamics GP), it would be best to contact their technical support agent. They'll provide you with details on how to do it on their end.
Feel free to browse this link here if you need help with other tasks in QuickBooks. It'll route you to our general topics with articles on managing your business.
Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Take care always.
