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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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:
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.
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:
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.
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.
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.
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:
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.
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.