There's a way to import a CSV file in QuickBooks Desktop (QBDT). To do this, you have to install the QuickBooks Import Excel and CSV toolkit in which, the toolkit contains the following:

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.

To install the QuickBooks Import Excel and CSV toolkit, here's what you'll need to do:

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

For more details about the data types you can import and export in QBDT, see these articles:

In addition, you may also want to import or export lists or transactions using IIF files. To know more about this, see this resource: IIF Overview: import kit, sample files, and headers.

Please let me know in this thread if you have more questions about importing transactions or anything else QuickBooks. I'm more than willing to assist.

J

jtfreeman12Author

Yes, I have this. Perhaps I could have been clearer in my question.

Our client has a proposal template built into Quickbooks. She wants to import our product data so that she does not have to type it in every time she creates a proposal.

JessT

Moderator

Hi jtfreeman12,

Thank you for the clarification. It's indeed much easier to import the list of products you sell than to type them. You'll want to follow the steps below.

Go to the File menu, select Utilities then Import and then Excel Files.
If you get the Add/Edit Multiple List Entries window, click No.
Follow the wizard in importing files.
1. Select the type of data.
2. QuickBooks opens a formatted excel spreadsheet. Once you have entered your information, saved the file, and closed it. You'll be given the option to Add My Data Now.
3. Review results and view Data in QuickBooks.
4. Select Close when done.

You can find more information in this article: Import or export MS Excel files.

Let me know if you have more questions about importing item lists. I'll be here to help.

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