How to upload excel data file or csv file into QuickBooks Pro ?

Do you happen to know if there is a MAC toolkit?

Hi Tiffiny Taylor Krugh,

At this time, the Mac toolkit is still unavailable in QuickBooks Desktop. As a workaround, you can go to Utilities and select the .IIF option to import the file. Let me guide you how.

1. Click File on the upper-part.
2. Select Utilities.
3. Choose .IIF files.

Here's an article for more information: Export To QuickBooks For Windows Or Mac (IIF).

Please let me know if you need anything else. I'll be right here to help.

Can payroll hours be imported from an csv formatted file , for payroll processing ???

Hello there, @curtpacpa52.

You can manually enter the payroll hours using the weekly timesheet since the option to import payroll hours is not available. Let me show you how.

In your QBDT account:

1. Go to the Employees menu, then select Enter Time.
2. Choose Use Weekly Timesheet.
3. Select the name of the employee from the Name drop-down arrow.
4. Fill in the needed information.
5. Once done, click Save & Close.

I've got you this article for more details: Create and Print Timesheets.

Also, I'm adding this helpful article that can help guide you in case you want to create paychecks based on timesheet hours: Create Paychecks Based on Timesheet Hours

Should you need further assistant, feel free to leave a comment below. I'll be around to help.

 MaryLurleenM,  can this function be used to upload credit card transactions when a credit card (in this case FuelMan) does not provide a QBO file?

Secondly,  the link in your post contacted a zip file.  When unzipped, there was no EXE file to upload.  Only examples and instructions.  Where can I find the actual download for the CVS importing tool?

Thank you,

Heather

Hello Heather,

Yes, an Excel CSV file is also available for bank and credit card transactions manually.

We have an article with the complete guide on how to import transactions manually. Please check it out: Import bank transactions using Excel CSV files

Let us know if you have any questions. We are here to help. 
 

Can these same steps be used for the same purpose to import an excel spreadsheet for payroll in QuickBooks Online?

Hi there, CDBortle. 

We're only import Bank, Customers, Vendors, Chart of Accounts and Product and Services data. You'll want to look into our third-party apps to bring your payroll transactions into QBO while the option is unavailable.  

You can check out our available app through our Apps Center. Search for a keyword like import payroll. Select the app to review how it works with QuickBooks and how to avail it. 

Let me know if you need more help with managing your data. 

@CDBortle 

Utilize the importer tool untuk migrate payroll data as JE into QBO

https://transactionpro.grsm.io/qbo

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

Hope it helps.

I don' t think this is a valid solution for non list entries such as Bank and Credit card transactions.

I understand that you want to import non bank/credit card transactions, dwkrueger.

We also want QuickBooks works to all businesses. The ability to import non bank transactions will be a great feature. I know our engineers would be glad if I'll send feedback about this. 

In the meantime, I suggest using a third-party software who has this feature. You can visit our QuickBooks Apps Store as suggested by my colleague.

Please reply again if you have other concerns. I'm always available to help you.

@dwkrueger 

Explore the importer tool as I have mentioned above. You may migrate many transaction type into QB.

Hi there... I am trying to get data from my app into my customers' QB Desktop instances.  (1) Can you point me to any documentation of how to format an Excel file to import transactions into QuickBooks Desktop -- not an accountant's license, but a business owner's license?  All of the documentation I've seen online says that IIF is deprecated, and then they point to the home page of the SDK, which doesn't really help answer the question.  (2) Is there any way to send data into a Desktop instance thorugh APIs, or is the deprecated IIF format the only way? (3) Where is there documentation of how to format transactions in IIF?  Thanks!

@maxcpq 

Explore the migration tool for QB Desktop

https://transactionpro.grsm.io/qbd

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

Good luck!

This does not answer the question.  This is just an ad for someone selling this software.

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@maxcpq wrote:

(2) Is there any way to send data into a Desktop instance thorugh APIs, or is the deprecated IIF format the only way?

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I was answering your second question. If you prefer to develop your own migration tool, you should go to the Developer forum.

https://blogs.intuit.com/blog/

I meant is there any documentation about using a QuickBooks API.  I know there are plenty of 3rd-parties selling software.  Thank you, anyway...

Did you find a solution to this?

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@maxcpq wrote:

I meant is there any documentation about using a QuickBooks API.  I know there are plenty of 3rd-parties selling software.  Thank you, anyway...

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Welcome to the thread, @Liberty99. I want to ensure that you get the best support. 

We have a separate online forum called Intuit Developer Community where you can post API questions. Our team of developers can provide more insights specific to QuickBooks Online API concerns. To contact them, see this link: https://developer.intuit.com/app/developer/homepage.

If you have any other follow up questions, let me know by commenting below. I'm always here to answer it for you. Have a great day!

NONEOF THIS WORKS, there is no import function!!!!! Why is Quickbooks SO ARCHAIC?????

@megrussell 

If you are not familiar with IIF, utilize the trial period of this 3rd party migration tool

https://transactionpro.grsm.io/qbd