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Hi, I'm new to QB's and would like to know if there is a way to import customer invoices and vendor bills from excel spreadsheet into the Desktop 2020 version.
Welcome back to the QuickBooks Community, Bluemagma1. Yes, there is a way to import customer invoices and vendor bills from an excel spreadsheet into the Desktop. I'll ensure you can perform the process by following the steps below so you can accomplish your goal.
To start with, you'll have to install the QuickBooks Import Excel and CSV toolkit to begin importing a list in the CSV format to QuickBooks Desktop. Beforehand, you can see the details below of what the toolkit contains.
Then, follow the steps below on how you can start to install the QuickBooks Import Excel and CSV toolkit.
After that, you can now import customer invoices and vendor bills into the Desktop 2020 version. You can open this article to see the detailed information on how to perform the process: Import and export data in QuickBooks Desktop.
Lastly, you may refer to this article to view steps on how you can run various reports to display all your income and expenses entries from your company file: Understand reports.
Please don't hesitate to click the Reply button below if you have further questions about importing invoices and bills. I'll be here to help, Bluemagma1. Have a great day.
You need a 3rd party importer tool to do so.
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
Hi ChristiAnn,
Thanks for your help. I was able to download the kit but unfortunately I'm unable to use it to import invoices into QB's. I have high volume of recurring invoices I need to key in every month and would like to be able to import it from my excel spreadsheet into QB's.
Thanks for getting back to us, @Bluemagma1.
I want to ensure this is taken care of, but first, could you tell me what error message you get when using the toolkit to import invoices?
In the meantime, we can import your transactions using IIF files. Make a backup of your company file before proceeding, then import IIF files. If you ever have an issue, you can recover your data from your backup.
These instructions are also available from our guide on exporting and importing IIF files.
You can also check out this article for more info about setting up data files in QuickBooks Desktop: Import and export data.
Please reach me here if you need further assistance with QuickBooks. I want to ensure your success. Take care, and enjoy your day!
Thank you for taking the time to reach out to us, link.
Yes. There's a way how you can import transactions. I'm here to guide you through the steps.
You can do so by importing them via an Excel file. Here's how:
4. Click the Add button on the Add the Product and Services You Sell-side (on the right) window, then hit Browse to locate the file.
5. Press Add My Data Now, then review the data.
6. Pick Import, then click OK when the status window says Import Complete.
To learn more about keyboard shortcuts and what lists and transaction types you can import into QuickBooks, please check these articles for future reference:
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