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Level 1

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

How to upload excel data file or csv file into QuickBooks? I would like to avoid manual input entry into QuickBooks Pro due to many transaction volume. Is it possible by QuickBooks program or have to use third party program? Thank you.

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Best answer 09-26-2019

Accepted Solutions
Moderator

You can import Excel or CSV file data to your QuickBooks...

You can import Excel or CSV file data to your QuickBooks Desktop Pro, sukitw.

Before you can start to import your file, you'll need to install the QuickBooks Import Excel and CSV toolkit. Here's how:

  1. Open the file download window for the toolkit.
  2. Click Save.
  3. Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
  4. Select Browse.
  5. Choose the folder where you want to install the toolkit, then OK.
  6. Select Unzip to extract the contents, and then click Close to close the WinZip Self-Extractor window.
  7. Open the QuickBooks Import Excel and CSV folder from the location you selected in step 4.

These articles contain detailed steps on how you can import the data successfully: https://quickbooks.intuit.com/community/Getting-Started/Import-export-CSV-files/m-p/201366 and https://quickbooks.intuit.com/community/Getting-Started/Import-export-overview/m-p/203723.

Please let me know if you have additional questions, I'll here to help you.

View solution in original post

7 Comments
Moderator

You can import Excel or CSV file data to your QuickBooks...

You can import Excel or CSV file data to your QuickBooks Desktop Pro, sukitw.

Before you can start to import your file, you'll need to install the QuickBooks Import Excel and CSV toolkit. Here's how:

  1. Open the file download window for the toolkit.
  2. Click Save.
  3. Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
  4. Select Browse.
  5. Choose the folder where you want to install the toolkit, then OK.
  6. Select Unzip to extract the contents, and then click Close to close the WinZip Self-Extractor window.
  7. Open the QuickBooks Import Excel and CSV folder from the location you selected in step 4.

These articles contain detailed steps on how you can import the data successfully: https://quickbooks.intuit.com/community/Getting-Started/Import-export-CSV-files/m-p/201366 and https://quickbooks.intuit.com/community/Getting-Started/Import-export-overview/m-p/203723.

Please let me know if you have additional questions, I'll here to help you.

View solution in original post

Anonymous
Not applicable

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

hi @Sukitw ,

Another option, you may utilize the trial period of the 3rd party tools to import your transaction.

https://transactionpro.grsm.io/fl-qbd

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

 

Hope it helps.

Level 2

Re: You can import Excel or CSV file data to your QuickBooks...

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

QuickBooks Team

Re: You can import Excel or CSV file data to your QuickBooks...

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.

Level 1

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

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

QuickBooks Team

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

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.

Anonymous
Not applicable

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

@curtpacpa52 ,

Utilize the trial period of 3rd party data importing tool as I have mentioned earlier. You can import Time Tracking data into QuickBooks Desktop or Time Activities data into QuickBooks Online.

https://transactionpro.grsm.io/fl-qbd

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

 

Hope it helps.