Please can you advise how to import a list of sales invoices from excel on to QB Desktop.

sara8 · ‎February 20, 2019

The excel list contains columns for Date, invoice number, net amount, VAT and Total

SophiaAnnL · ‎February 22, 2019

You can definitely import those invoices from Excel using IIF files, Sara.

QuickBooks Desktop uses the Intuit Interchange Format (.IIF) files to let you import or export data from different programs. Before you import the invoices, please ensure that your Excel file is already formatted to the supported file type.

This process also comes with limitations. I've got you an article that lists all of the limitations when importing Excel files into QuickBooks. Once you're all set, you can follow these steps to start the import process:

Log in as Admin to your QuickBooks Desktop company file.
Switch to Single User Mode.
Click the File menu at the top left corner.
Select Utilities, Import, and then, choose IIF Files.
Find the IIF file that you saved, and then select it.
Click Open.
Click OK when you get a message to confirm that your data has been imported.

I'm always around if you need more help with this. Thanks for dropping by the Community.

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Chris_H · ‎February 21, 2019

Hi Sara,

Welcome to the community!

Can I just ask, which version of QuickBooks Desktop is it that you are using when trying to import the transactions from Excel?

Thanks im advance,

Chris

sara8 · ‎February 22, 2019

Hi Chris,

Thank you for responding to my question.

I am using Premier Accounting Edition 2019.

Sara

SophiaAnnL · ‎February 22, 2019

You can definitely import those invoices from Excel using IIF files, Sara.

QuickBooks Desktop uses the Intuit Interchange Format (.IIF) files to let you import or export data from different programs. Before you import the invoices, please ensure that your Excel file is already formatted to the supported file type.

This process also comes with limitations. I've got you an article that lists all of the limitations when importing Excel files into QuickBooks. Once you're all set, you can follow these steps to start the import process:

Log in as Admin to your QuickBooks Desktop company file.
Switch to Single User Mode.
Click the File menu at the top left corner.
Select Utilities, Import, and then, choose IIF Files.
Find the IIF file that you saved, and then select it.
Click Open.
Click OK when you get a message to confirm that your data has been imported.

I'm always around if you need more help with this. Thanks for dropping by the Community.

samhui · ‎November 19, 2019

How can I import Sale Invoice from csv or excel file to Reckon Accounts Enterprise: 2019?

IntuitLily · ‎November 19, 2019

Thank you for joining the thread, @samhui.

As mentioned by my colleague @SophiaAnnL, you can import your invoices using the Intuit Interchange Format (.IIF) files. Be sure to check the mapping for a successful import.

You may check the sample header that you can use in the process: IIF import kit, sample files, and headers.

To give you more details about importing .IIF files in QuickBooks Desktop, please refer to this article link: Improved IIF Import in QuickBooks 2019.

Let me know if you have additional questions. I'm always here to help. Have a nice day.

plung · ‎November 19, 2019

@samhui ,

Explore this 3rd party importer tool. Hopefully it can work with Reckon product as well.

https://transactionpro.grsm.io/qbd

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Please can you advise how to import a list of sales invoices from excel on to QB Desktop.