Welcome to Community @88daly2, Let me share with you some of my ideas when importing transactions in QuickBooks Desktop. You are not able to import transactions like estimates through Excel files. I can suggest to look for a third-party app that can help you import estimate using Excel file. You can follow these steps on how to search for a third-party app in QuickBooks Desktop. Here's how: Go to the QuickBooks Desktop Apps Store.Select the All Applications tab.You can add filters by Categories, QuickBooks Compatibility, and Developer.Enter the processor in the Search field. Also, the other option to import estimates in your QuickBooks Desktop account is to create an IIF file. I recommend contacting an IT professional to assist you create an IIF file. If you'll need further assistance, just notify me by leaving a message in the comment section. I'll be happier to help. Have a good one!

Question

Can i import my excel estimate into quickbooks without doing any changes

Forum|Forum|6 years ago
June 8, 2020
16 replies
45 views

No text available

QuickBooks Desktop

R

Rejeil_O

Welcome to Community @88daly2,

Let me share with you some of my ideas when importing transactions in QuickBooks Desktop. You are not able to import transactions like estimates through Excel files. I can suggest to look for a third-party app that can help you import estimate using Excel file.

You can follow these steps on how to search for a third-party app in QuickBooks Desktop. Here's how:

Go to the QuickBooks Desktop Apps Store.
Select the All Applications tab.
You can add filters by Categories, QuickBooks Compatibility, and Developer.
Enter the processor in the Search field.

Also, the other option to import estimates in your QuickBooks Desktop account is to create an IIF file. I recommend contacting an IT professional to assist you create an IIF file.

If you'll need further assistance, just notify me by leaving a message in the comment section. I'll be happier to help. Have a good one!

D

Dellis51

I believe this answer is incorrect. I contacted Quickbooks support yesterday and was told that you cannot use IIF to import or export transactions, only lists. On my utilities options there is no choice for exporting transactions. Is this only available to Enterprise?

R

radgc

Hello there, @radgc.

Currently, we're unable to import Excel file estimates into QuickBooks Desktop (QBDT). Though, you can use an .IIF file to import it successfully. You can also check out a third-party app that has this feature.

Also, QuickBooks asks your controller to be an admin for him to access your company file. You can check this link for more information: QuickBooks Desktop Users and Restrictions.

Here's how:

Go to the QuickBooks Desktop Apps Store.
Log in and enter keywords in the text box like "Import estimates."
Click the Search button.
Scroll down to see the available apps you can integrate with QuickBooks Desktop.
Click the Compare button beside the applications.
Select the Compare button below the search bar to see the features they offer.
Click the View profile button of the app that caught your attention to see the specific details of the service they offer.
Follow the on-screen instruction to integrate it successfully.

You may also consider checking this article to learn how to import .IIF file to QuickBooks Desktop: IIF Overview: import kit, sample files, and headers.

I've included this reference for your future task in case you want to track specific aspects of your business: Understand reports. This contains sub-articles such as customizing and combining reports from two or more company files.

If you'll need further assistance, just notify me by leaving a message in the comment section. I'll be happier to help. Have a good one.

ok got it. As for the restrictions for the controller....for her to import IIF files whether via qkbks or third party....does she need to be an admin?

Fiat Lux - ASIA

Level 14

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S

ShulyM

I'm looking into streamlining our agency client billing process, from the time of client billing submission by the media team to creating the invoice in our QB desktop by accounting team.

Currently, our process is as such:

media team provides accounting with the SOW (pdf format) via email
Invoice is created and info from SOW is manually typed to an invoice in QB, (each media buy separately)

However, if media buys are different from the SOW, media team types the changes in the email. And again, the accounting team copies/paste into an invoice created in the system (QB).

As you can imagine it is extremely time consuming, error prone, and inefficient. There must be a better way and it is time for a change!

My question is - if the SOW is submitted in a different format, which format should it be so we would be able to be in order to upload to QB desktop?

However if there are any recommendation in how to make our processes more efficient that would be extremely helpful.

Much thanks!

S

ShulyM

to add on here -

Is there a template to prepare the client invoice with the data? where do I find various templates if so?

as for templates for credit card transactions to upload into the QBDT, is that something I find within the online banking transaction, e.g. JP Morgan credit card, Amex?

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