Learn how to import or export info with QuickBooks Desktop.
Instead of starting from scratch, you can transfer info to and from QuickBooks. This makes it easy if you need to convert, upgrade, or create a new company file.
Import and export overview
You can import things like your bank transactions, accountant’s changes, general journal entries, and batch transactions. You can also import your customers and vendors.
You can export reports, general journal entries, and customer and vendor lists.
Here are some lists and transaction types you can import into QuickBooks.
Ways to import and export info in QuickBooks
Import and export invoice and other form templates
Import bank transactions with Web Connect files
Send journal entries back and forth with your accountant
Export your file for your accountant and import accountant changes
Import batch transactions from your accountant
Things to keep in mind when you import and export data
- Since you can't undo info you import, you should make a backup just in case.
- We provide support for basic import and export questions. Consider talking to your accountant before you import data. Or, we can help you find an accountant if you need one.
- Check out the Intuit Marketplace to see apps that help you import data.
Error: "To download and import transactions, sign in with your Intuit account"
If you use Advanced Mode in bank feeds, you may need to sign in to your Intuit Account or switch modes.
Import of web connect files (.qbo) requires you to sign in to your Intuit Account within QuickBooks Desktop.