csowers
Level 1
‎March 13, 2021 10:40 AM

Import CSV to Quickbooks Desktop Premier 2021

How do I import an Excel file into my QB Premier Desktop check register?

 

THANKS!

Cathy

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BigRedConsulting
Community Champion
Community Champion
‎March 13, 2021 11:21 AM

Banking

There isn't a direct way to do this.

However, you can convert the Excel worksheet to an IIF file and then import that IIF file.  Use our BRC IIF Transaction Creator Pro  to convert an Excel worksheet with your checks or other types of transactions.

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Fiat Lux - ASIA
Level 15
‎March 13, 2021 08:15 PM

Banking

@csowers 

Prepare the Checks data with the following template

Bank AccountPayeeTransaction DateRefNumberMemoAddress Line1Address Line2Address Line3Address Line4Address CityAddress StateAddress PostalCodeAddress CountryVendor Acct NoExpenses AccountExpenses AmountExpenses MemoExpenses ClassExpenses CustomerExpenses BillableItems ItemItems QtyItems DescriptionItems CostItems ClassItems CustomerUnit of MeasureItems BillableCurrencyExchange Rate
CheckingSunoco01/10/2020100Monthly GasSunoco1 Main Street  NewtownNJ12345USA Fuel25John's Car             
CheckingSunoco01/10/2020100Monthly GasSunoco1 Main Street  NewtownNJ12345USA Fuel50Karen's Car             
CheckingMichael's Fine Cabinetry30/09/2020101 Unitel12 Smith Ave  AnywhereNH22222USA       Cabinets10Cabinets150 Baker, Chris:Family Room Y  

 

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

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

 

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