import Excel file into desktop quickbooks

Hello there, @SueSch.

Allow me to share with you some information about Importing/exporting excel files to QuickBooks Desktop.

Using multiple file formats, you can import and export numerous lists and transaction kinds to and from QuickBooks Desktop.

 An Excel spreadsheet can be used to import Customer, Vendor, Item, and Chart of accounts data. When importing Excel files from QuickBooks, you have several options. These options are Standard Import, Advanced Import, Add/Edit Multiple Lists.

Option 1: Standard Import:

1. Open the File menu, choose Utilities then Import, and click Excel Files.

2. Hit NO if you get the Add/Edit Multiple List Entries window.

3. Follow the wizard in importing files.

• Choose the type of data.
• QuickBooks opens an excel spreadsheet in a structured format. You'll be given the option to Add My Data Now after you've input your information, saved the file, and closed it. Check results and open Data in QuickBooks.
• Hit Close once done.

Once done, you can create a backup of your company file then, import the Chart of Accounts.

1. Open the Lists menu, then choose Chart of Accounts.
2. Choose the Account drop-down, then hit Import from Excel.
3. Click on Browse to choose the Excel file you want to import.
4. Choose the file, then hit Open.
5. Choose the Excel Sheet where the data you want to import is on.
6. Map your accounts.

   Mapping your accounts tell QuickBooks how to import the data from your Excel sheet. The column headings in QuickBooks may be different from your Excel, so you’d need to match them.

   1. Enter a mapping name.
   2. Choose Account as Import type.
   3. Match the information under QuickBooks with the column headings in your Excel sheet.
   4. Hit Save.
7. Click on Import. If it's your first time importing, hit Yes.

Please check out this article for further information about options 2 and 3 in importing from Excel: Import or export MS Excel files.

Also, read these guides to learn more about import or export information with QuickBooks Desktop:

• Import and export data in QuickBooks Desktop
• Import/export CSV files

Helping you is our top priority. Just hit the Reply button if you have other concerns with importing or with QuickBooks. The Community is always available for you. Stay safe.

---

@SueSch wrote:

He cited legal and licensing issues with making a back up.  

---

@SueSch 

I'm not sure why they use that excuse not to share the backup file. Afaik, it has nothing to do with file sharing with software licenses or copyrights. If you are not familiar with IIF, utilize one of these importer tools to import it as Journal Entry.

https://transactionpro.grsm.io/qbd

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

Hi,

Since two day i am in contact with quickbook desk top support team to help me for transferring  my data from excel file to desk top pro 2021 . they are not able to transfer this, Can any one help me to transfer my data.

Thanks

Thanks for joining this thread, Arshadjamal.
 

To verify my understanding, did you perform the steps provided in Mich_S's post for importing Excel files? If so, did you run into any issues when trying to follow our importing process?
 

I'll be looking forward to hearing back from you. Have a lovely day!

@Arshadjamal 

Contact us in private for assistance.

Hi, is there a way to import the list of issued invoices via Excel or .CSV file? 

All I found was about lists of Customers, Vendors, Accounts, and Items, nothing about invoices. 

Thank you

Thanks for joining this conversation, @Vagabali.

I'm here to share information about importing invoices in QuickBooks Desktop (QBDT).

Currently, the option to import invoices via Excel or .csv file is unavailable in QBDT. You can only import Customer, Vendor, Items, and Chart of Accounts

There are two workarounds that you may consider. First is by looking for a third-party application that can integrate with QBDT and allows you to import invoices via Excel or .csv file. Since we can’t recommend a specific app, I suggest visiting our QuickBooks Desktop Apps Store. In this, you can look for an app that suits your business needs.

Another option is by importing your invoices using Intuit Interchange Format (IIF) files. To know more about the process, consider checking out this article for further guidance: Export, import, and edit IIF files.

I also recommend visiting our website for more tips and resources you can use in the future: QBDT self-help articles.

Please post again or leave a comment in this thread if you have more questions about importing transactions or anything else QuickBooks. I'm more than willing to assist. Take care always.

Is it possible to import an Excel file containing annual budget data into QuickBooks Desktop?

Yes, it's possible to import an Excel file containing annual budget data into QuickBooks Desktop (QBDT), @Co-op Chick. 

Let's choose the Advanced import option so you can import your annual budget data from an Excel file in QBDT.

Budget is one of the lists you can import from an Excel spreadsheet into QBDT. There are three available options to do this, namely, Standard import, Advanced import, and Add/Edit Multiple Lists.

Since you've already formatted an Excel file containing your annual budget data, it's best to follow the Advanced import option. Before doing so, please make sure you create a backup of your company file for future use. Then, follow these steps:

1. From the File menu, select Utilities, then Import, and then Excel Files.
2. On the Add/Edit Multiple List Entries, select No.
3. Select Advanced Import.
4. Set up a mapping in the Setup Import tab.
5. Complete all the necessary details on the Mappings window.
6. Select Import.

You can refer to this article's Import Excel file section (Option 2) for the step-by-step guide: Import or export MS Excel files.

Also, you may want to check out this article as your reference to guide you in importing and exporting info in QBDT: Import and export data in QuickBooks Desktop.

Let me know if you have other importing and budget concerns or questions about managing your business's growth and transactions in QBDT. I'll gladly help. Take care, and I wish you continued success, @Co-op Chick. 

What about if I want to import credit card transactions from one company file to another? It's becoming too time consuming entering them in on both files.

@Norry2Funny 

You can utilize the exporter tool from the first company file and the importer tool for the second file.

https://get.transactionpro.com/qbd

I have over 200 credit card transactions in Excel that I want to export to Quickbooks Desktop for Mac 2022.  The instructions I've seen don't seem to apply to this product.  For example, going to FILE/UTILITY/IMPORT does not indicat Excel.  Going to FILE/IMPORT also does not indicate Excel.  Will you explain the procedure for me?  Thank you, Steve

@Steve112248 

Can you ask another file format from your bank? e.g csv, qbo

Or do you need to import sales receipt data?

Thanks for the super-fast response!  I used my AMEX for both personal and business last year.  I downloaded the AMEX transactions to Excel where personal charges were deleted.  I was trying to import the spreadsheet to QB.  If it helps I can export the Excel spreadsheet to CSV.

Hi there, Steve112248.

I'm here to share some information about importing bank transaction to QuickBooks Desktop for Mac.

Currently, the supported file when importing bank transactions in QuickBooks Desktop for Mac is a .qbo file. 

To download your transactions:

1. Go to Banking
2. Select Website. This opens a browser window to your bank’s website. You can also download transactions outside QuickBooks. Just open a browser and go to your bank’s website.
3. Sign in to your online banking account.
4. Go to your transactions, then enter the time you wish to display. If you’re not asked for a date range, you’ll see the maximum number of transactions your bank allows.
   
   

The steps for downloading QuickBooks Web Connect files differ depending on the bank. If you don't know how to obtain the .qbo file from their website, contact your bank for assistance.

Once you have the file, you can now import it into QuickBooks Desktop for Mac.

Here's how:

1. In QuickBooks, go to Banking.
2. Click Downloaded Transactions.
3. Select Import File, then look for the .qbo file you downloaded.

For more details in importing and downloading bank transactions, check out this link: Download bank transactions in QuickBooks Desktop for Mac.

I've also added this article, so you'd also learn how to add and match downloaded transactions in QuickBooks Desktop for Mac.

Feel free to leave a comment below if you need more help. I'm here for you. Have a great day!

"If you don't know how to obtain the .qbo file from their website, contact your bank for assistance."

QB trying to get financial institutions to support only their .qbo file format, and won't allow .csv file import.  Some financial institutions don't want to support .qbo file format (including mine), and so we are left with no solution.

QB wants financial institutions to support the .qbo file format, and won't support .csv file imports.  Some financial institutions (including mine) don't want to support .qbo file format, so we are left without a solution.  Intuit needs to shape up here and allow .csv import for transactions on QB desktop.  Unfair otherwise. 

@AdvocateOne 

Use csv2qbo converter tool.

https://www.moneythumb.com/?ref=110

I appreciate your suggestion, but I prefer not to download unknown software to my computer.  This is what QB is driving users to do, which is pretty remarkable.

I appreciate the suggestion, but I don't like downloading unknown software from small-time developers.  QB is driving its users to do this, which is pretty remarkable.  Why doesn't QB just allow a simple .csv file import for transactions on QB Desktop?

I don't understand why this isnt avaialbe when its seems clearly avaialble to do in the "Accoutant version"  why in the world would anyone be concnered with importing chart of accounts, customers etc. as those are setup one time usually and then added as needed.  bank or credit card transactions are HUGE and happen all the time.  makes no sense that wouldnt be a common feature, intuit needs to add that to the desktop version, especially after forcing everyone to be on a subscription based system forcing cost up on its customers

Yes.  Intuit... are you listening?  We pay GOOD money for desktop, even more so now with the subscription model, and you STILL don't allow a simple .csv import of credit card / bank transactions.  SOME BANKS DON'T WANT TO SUPPORT YOUR QBO FILE FORMAT!

You can import Excel data into QuickBooks Desktop, but it's not as straightforward as importing a backup. Skyvia directly supports QuickBooks Desktop, so you can import the CSV files.

How can I import a credit card statement without a bankfeed option?