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WarrenAllen
Level 1

Estimate - Importing MS Excel - Create a mapping

Hello; I would like to create a mapping to import an excel file into an estimate in Quickbooks. How can I create a mapping that takes the excel file into estimates?

2 Comments 2
MarsStephanieL
QuickBooks Team

Estimate - Importing MS Excel - Create a mapping

Hi there, @WarrenAllen.

 

Currently, the option to import an Excel file estimate into QuickBooks Desktop is unavailable. As a workaround, you can use an .IFF file to import it successfully to QuickBooks Desktop. Or you can also check out a third-party app that has this feature. 

 

Here's how:

  1. Go to this link: https://desktop.apps.com/home.
  2. Log in and enter keywords in the text box like "Import estimates."
  3. Click the Search button.
  4. Scroll down to see the available apps you can integrate with QuickBooks Desktop.
  5. You may also click the Compare button beside the applications and the Compare button below the Search bar to see the features they offer and find the best app that suits your business.
  6. Select the View profile button of the app that caught your attention to see the specific details of the service they offer.
  7. Follow the on-screen instruction to integrate it successfully.

 

I've added some screenshots for your additional reference.

 

You may also consider checking this article to learn how to import .IFF 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 in your business: Understand reports. This contains sub-articles such as customizing and combining reports from two or more company files.

 

You are always welcome to tag my name in the comment section if you have other questions. I'd be happy to answer them for you. Take care.

Fiat Lux - ASIA
Level 15

Estimate - Importing MS Excel - Create a mapping

@WarrenAllen 

Prepare the Estimate data with the following template

CustomerTransaction DateRefNumberPO NumberClassTemplate NameTo Be PrintedBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepTermsDue DateCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceItem Line ClassFOBCustomer Acct NoMarkupMarkup is PercentSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureCurrencyExchange RateSales Tax Code
Home Town Bank01/10/2020100999  YHome Town BankOne Hundred State Street  AnytownNJ12345USAHome Town BankOne Hundred State Street  AnytownNJ12345USA(123) 456-7890      Net 30 Days  Remodel Cabinet2Cabinets1000             Non
Home Town Bank01/10/2020100999  YHome Town BankOne Hundred State Street  AnytownNJ12345USAHome Town BankOne Hundred State Street  AnytownNJ12345USA(123) 456-7890         Remodel Hardware4Hardware100             Non
Jane's Supermarket01/10/2020200123  NJane's SupermarketOne Main Street  AnytownNJ12345USAJane's SupermarketOne Main Street  AnytownNJ12345USA(999) 999-9999         Rehab Wood Door1Wood Door500             

Non

 

then 

 

then you may utilize one of these importer tools.

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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