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bvandyke
Level 1

Importing from an Excel Spreadsheet to QuickBooks Desktop for Mac 2019

I am trying to move from QuickBooks Online to Desktop for Mac 2019.

 

I've followed the instructions in the Guide and tried to "import" (or copy & paste) my lists a few ways, but I've not been successful.

 

I'm having these issues. Using the Customer Contact List as an example:

1. OPTION 1 - TRYING TO IMPORT WHOLE SPREADSHEET: File/Utilities does not show an "Advanced Import"; not able to import an Excel spreadsheet and/or File/Import does not show a "from Excel Spreadsheet" option

2. OPTION 2- TRYING TO COPY & PASTE FROM EXCEL SPREADSHEET: If I export Customer Contact List from Online (and reorder the columns like the Guide says to), I am not able Copy & Paste them into the Customer Center/Add Contacts window...it won't paste correctly

3. Even if I just try to Paste the information column by column (as it says) - there is no way to select an individual column on the "Add Contact" screen in the Customer Center, to paste it (see screen shot).

 

Thanks for any direction you can give, incase I'm missing something?

1 Comment 1
JanyRoseB
QuickBooks Team

Importing from an Excel Spreadsheet to QuickBooks Desktop for Mac 2019

Hi, bvandyke.

 

Thanks for taking the time to reached out to us. I'm here to help provide some insights about importing transactions to QuickBooks Desktop for Mac. 

 

If you're trying to import a list from an Excel to Quickbooks Desktop Mac, the best way to do this is to copy and paste it into Quickbooks by column. By doing this, you need to make sure that there are no blank boxes on the Excel spreadsheet when pasting it to Quickbooks Mac. In a case like this, it won't paste it correctly since QuickBooks won't recognize the blank box in Excel.

 

For additional reference, you can check this article for the detailed steps about importing transactions. On your keyboard press Ctrl + F and search for the Importing customers, vendors, and employees to easily find the topic: https://qblittlesquare.com/wp-content/uploads/2018/09/QuickBooks-for-Mac-2019-1809.pdf.

 

I also recommend calling our QuickBooks Desktop for Mac Support Team so they can do a remote session and walk you through the process. 

 

Here's how you can contact our phone support:

  1. Follow the Official Intuit Contact link.
  2. Select your QuickBooks product.
  3. Select an issue type from the menu below, you need only to select two options for the contact information to appear.
  4. Click Get Phone Number at the bottom.

This will get you on the right track. Don't hesitate to leave a comment if you have any other questions about importing transactions. Have a good one. 

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