Import/export CSV files in QuickBooks Desktop

CSV (Comma Separated Values) files are simple text files used to transfer tabular data between applications. In QuickBooks Desktop, you can import and export lists such as customers, vendors, and items using CSV files. This process is useful when you do not have Microsoft Excel installed or need to view and edit data in a text editor.

For information on other data types, see Import/export overview.

Import CSV files

To import lists in CSV format, you must first install the QuickBooks Import Excel and CSV toolkit. This toolkit contains instructions, sample files, and a reference guide for supported fields.

Install the toolkit

1. Open the file download window for the toolkit, then select Save.
2. Go to your Windows Desktop, then select Save.
3. Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
4. Select Browse, choose the folder where you want to install the toolkit (such as your Desktop), then select OK.
5. Select Unzip to extract the contents.
6. Select Close to close the WinZip Self-Extractor window.
7. Open the QuickBooks Import Excel and CSV folder from the location you selected.

Toolkit contents

• Import from Excel and CSV Manual: A PDF document with instructions, best practices, and notes.
• CSV Examples Folder: 4 sample CSV files, one for each type of list.
• XLS Example Folder: A sample Excel file containing 4 worksheets, one for each type of list.
• Allowed fields: A reference guide explaining what fields are available for Excel and CSV import.

Export CSV files

You can export lists and reports as CSV files to view or edit them outside of QuickBooks.

Customers and Vendors

1. Open the Customer/Vendor Center.
2. Select the Excel dropdown, then choose an option:
   • Export Customer/Vendor list: Exports data such as name, balances, and contact information.
   • Export Transactions: Exports transactions by name or transaction type.
3. In the Export window, choose Create a comma separated values (.csv) file.
4. Select Export.
5. Assign a file name and choose the location where you want to save the file.
6. Locate, open, and edit the file as needed.

Items

1. Go to the Lists menu, then select Item List.
2. Select the Excel dropdown, then choose Export all Items.
3. In the Export window, choose Create a comma separated values (.csv) file.
4. Select Export.
5. Assign a file name and choose the location where you want to save the file.
6. Locate, open, and edit the file as needed.

Reports

1. Open the report you want to export.
2. Select the Excel dropdown at the top of the report.
3. Select Create New Worksheet.
4. On the Send Report to Excel window, select Create a comma separated values (.csv) file.
5. Select Export.
6. Assign a file name and choose the location where you want to save the file.
7. Locate, open, and edit the file as needed.