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:
|List||MS Office Excel||.xls .xlsx||Yes||Yes|
|List||Comma- Separated Values (CSV)||.csv||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|
* 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 17.0 and later and QuickBooks Enterprise Accountant Edition 2017 and later.
Refer to the following articles for detailed steps on exporting or importing each data format:
- MS Office Excel: Import/export MS excel files
- CSV: Import/export CSV files
- Template: Use and customize templates
- IIF: Export or import IIF files
- Web Connect files: Import web connect (.qbo) files
- Journal entries: Send and import General Journal Entries (.QBJ files)
- Accountant's copy: Export accountant's changes and Import accountant's changes
- Batch transactions: Enter batch transactions
- 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.