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Intuit
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Import/export overview

QuickBooks Desktop lets you import or export data. Instead of starting from scratch, you can transfer information to and from QuickBooks in case you need to convert, upgrade or create a new company file.

Before you start importing or exporting data, you need to identify the transaction type and file format to ensure that QuickBooks will be able to handle them. Generally, QuickBooks allows you to import or export list to and from MS Excel. You can import certain transactions like your bank’s online web connect files and you can export all reports as Excel or PDF file.

Here’s a snapshot of the file types and formats that you can bring in to or out of QuickBooks:

Type Format Extension Export Import
List MS Office Excel .xls .xlsx Yes Yes
List Comma- Separated Values (CSV) .csv Yes Yes
List Template .des Yes Yes
List/Transaction Intuit Interchange Format (IIF) .iif Yes * Yes
Transaction Web Connect files .qbo No Yes
Transaction General Journal Entries .qbj Yes ** Yes
Transactions Accountant's copy .qba, .qby Yes Yes
Transactions Batch Transactions  n/a No Yes

* IIF can be used for list/transaction but the export function is only available for list.** Exporting General Journal Entry is only available in QuickBooks Desktop Enterprise 15.0 and later andQuickBooks Enterprise Accountant Edition 2015 and later

Refer to the following articles for detailed steps on exporting or importing each data format:

REMINDERS

  • Import of data cannot be undone so make sure to Back up the QuickBooks company file before you start importing lists/transactions.
  • Intuit provides phone support for basic import and export functionalities. You may still need to consult your accountant to ensure that the data you are trying to import/export will not affect your books. Additionally, you may have to work with your IT specialists if you encounter errors while you format your data or try to complete the import/export process. You can always find relevant articles on our Support site and you can also visit Intuit Marketplace for list of applications that you can use for bringing data in or out of QuickBooks.

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