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dcs603
Level 1

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

its been over a year since this post.  Where's the toolkit for Mac?  You charge $300 for the desktop app, but I can't import a standard CSV file from my bank because I have a Mac?  I have to manually enter everything?  Its 2020 and a lot of people use Macs.  Get with the program Intuit!

ReyJohn_D
Moderator

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

I hear your sentiments, @dcs603.

 

Let me make it up to you by making sure you'll be able to import your file into QuickBooks.

 

Currently, QuickBooks for Mac tool kit is unavailable. As a workaround, you can import your data using the Intuit Interchange Format (.IIF) file format. These are ASCII text, TSV (Tab-Separated Value) files that QuickBooks uses to import or export lists or transactions.
 

It makes it easier to transfer data to and from different platforms to effectively manage your company data. This way, you don't have to enter them manually in QuickBooks.

 

Here's how to do it:

 

  1. Go to the File menu at the top.
  2. Select Import, and then From IIF files.
  3. Follow the on-screen prompts to continue.

You can use this handy user guide for more importing tips: QuickBooks Desktop for Mac 2020 User Guide.

 

Also, I recommend visiting our Firm of the Future site to keep up with the recent news and product enhancements.

 

Keep me posted if you have more questions about managing your file in QuickBooks. I'll be here to help.

xqnuser
Level 2

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

I also spent the last few hours today and Saturday trying to do this, and it is ridiculous that there is not a workaround for desktop. I'm wondering if the older version allowed it and now that there is qb online they took it away. Just awful.

 

warrenh
Level 1

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

I would like to know if you know what field i would put in to handle class accounting when importing vendor invoices/bills?  

Fiat Lux - ASIA
Level 15

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

@warrenh 

Do you have QB Online or QB Desktop?

warrenh
Level 1

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

desktop

 

ShiellaGraceA
QuickBooks Team

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

Thanks for getting back to us here, @warrenh.

 

I have some information about importing transactions including the class in QuickBooks Desktop. While you can only import lists in QBDT, you'll want to look for third-party applications that'll handle importing transactions. This way, you'll be able to include the class field.

 

To check for the available applications, please visit this link: QuickBooks Desktop Apps.

 

If you need help with other tasks in QBDT, you can browse for specific topics here and look for responses that fit your concern.

 

Let me know if you still have questions or concerns with invoices or QuickBooks. I'm always here to assist you. Take care and stay safe.

Fiat Lux - ASIA
Level 15

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

@warrenh 

Utilize one of these importer tools

https://transactionpro.grsm.io/qbd

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

 

Prepare the Bill data with the following template with Class

VendorTransaction DateRefNumberBill DueTermsMemoAddress Line1Address Line2Address Line3Address Line4Address CityAddress StateAddress PostalCodeAddress CountryVendor Acct NoExpenses AccountExpenses AmountExpenses MemoExpenses ClassExpenses CustomerExpenses BillableItems ItemItems QtyItems DescriptionItems CostItems ClassItems CustomerItems BillableUnit of MeasureAP AccountCurrencyExchange Rate
Bell Telephone01/09/202012301/10/2020Net 30Office TelephoneBell Telephone1 Main Street  NewtonNY12345USA Telephone1000Sales Line              
Bell Telephone01/09/202012301/10/2020Net 30Office TelephoneBell Telephone1 Main Street  NewtonNY12345USA Telephone500Service Line              
Ajax Lumber01/09/202040001/10/2020Net 30RepairsAjax Lumber200 Smith Street  AnytownNY11111USA Repairs750Front Door              
Green Taxi Company01/09/202050001/10/2020Net 30Taxi to AirportGreen Taxi Company1 North Street  AnytownNY11111USA       Part 11Part #120  N    
Green Taxi Company01/09/202050001/10/2020Net 30Taxi to AirportGreen Taxi Company1 North Street  AnytownNY11111USA Travel25VT Trip ABC CompanyY           
Green Taxi Company01/09/202050001/10/2020Net 30Taxi to AirportGreen Taxi Company1 North Street  AnytownNY11111USA Travel25CA Trip DEF CompanyN           
Jin1
Level 1

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

Hello.  I am using 2019 QuickBooks Desktop Pro 2019.  The program allows me to import QBO files only.  How do I add the option to CSV files?  (ie where do I find the "toolbox"). Thank you

Fiat Lux - ASIA
Level 15

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

@Jin1 

You may utilize IIF feature to import data. If you are not familiar with it, consider using one of 3rd party apps as I mentioned in earlier post.

Vitruvian MD
Level 1

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

Is the toolkit for importing Excel data into QuickenBooks online using a Mac available yet?

Fiat Lux - ASIA
Level 15

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

@Vitruvian MD 

Explore this app. It is only for importing bank transactions

https://www.moneythumb.com/?ref=110

 

Caitypea
Level 1

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

Does this work with Quickbooks online as well?

Giovann_G
QuickBooks Team

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

Hello there, Caitypea.

 

Allow me to join the thread. I'm here to share some insight about the importing data in QuickBooks.

 

Yes, If you're referring to the 3rd party app mentioned by Fiat Lux - ASIA. The app works either you'll have a QuickBooks Desktop or QuickBooks Online product.

 

Also, you can look for other apps that suit's your business needs by going to the apps menu.

 

Here's how:

 

1. Click on the Apps menu.

2. Go to the Find apps tab.

3. Enter the app name in the search bar or select the Browse category ▼ drop-down menu to check out different apps.

 

Check the guides here to learn more on importing data to QuickBooks Online.

 

Add a comment if you have further questions about importing data. We're open 24/7 to back you up.

Fiat Lux - ASIA
Level 15

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

@Caitypea 

Explore another importer tool

https://transactionpro.grsm.io/qbo

 

James Kelly
Level 1

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

Most Important things in QuickBooks are import, export, and delete that you have to use for your data. Import and export data when required, and delete useless data to or from your QuickBooks account. So you can use Dancing Numbers importer, exporter, and deleted to process all these 3 services automatically to save your time.


The data that on which you can apply these services are:

 

Lists:- Chart of Accounts, Journal Entry, Class Discount Item, Employee location, Multi-Currency, Group Item, etc.
Transactions:- Vendor, Employee, Banking, Customer, etc
Other things:- Vehicle Mileage, Inventory Adjustment, Inventory Transfer, etc.

 

You may try the Dancing Numbers Importer 7 days free trial for your need.