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WeThotUWasAToad
Level 1

Importing transactions from Excel to QuickBooks Desktop Pro 2017

Hello,

 

I am running QuickBooks Desktop Pro 2017, Excel 2010, & Windows 10.

 

I have two QB companies (files) which have had no information (ie no account changes and no transactions) entered for the last five years (since 2015). Many of the accounts in both companies are now obsolete (and were even obsolete in 2015).

 

All of the data to upgrade active accounts to the present are in an Excel workbook.

 

My aim at this point is to manually create a single new company file which includes only the accounts (from the existing two companies) which have had activity since 2015, enter appropriate beginning balances for each, and then import data (transactions) for the past five years from Excel.

 

I have the following questions:

 

1) Is there a better/simpler method for getting to where I want to go than what I have described above?

 

2) What is currently the best/simplest method for importing data from Excel into QuickBooks?

 

In the past, I used an importing method which involved organizing all transactions into the format shown in the following screenshot:

 

2020-05-13a_QB import from Excel.png

 

Is that the best way to do it or is there a simpler/easier method?

 

Thanks

2 Comments
Kristine Mae
QuickBooks Team

Importing transactions from Excel to QuickBooks Desktop Pro 2017

Let me help you import the transactions, WeThotUWasAToad. I'll get over to your questions one by one. 

 

Regarding your first question, we have different simple methods to download them:

Let's go over to the next one. You can still use your existing method, though. This is one of the best ways to import data from Excel. I'll share a reference about IIF Overview: import kit, sample files, and headers for more information. 

 

Lastly, you can go over to the references I've provided, so you can decide which method is more convenient for you.

 

I'll also add the article on how to start a new company file as a future reference. 

 

If you have more questions, please feel free to click the Reply button below. 

Fiat Lux - ASIA
Level 15

Importing transactions from Excel to QuickBooks Desktop Pro 2017

@WeThotUWasAToad 

If you are not familiar with IIF, consider to utilize the trial period of these importer tools for XLS/CSV files

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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