You can import and export a number of lists and transactions to QuickBooks Desktop by using an Excel spreadsheet. It can be used to import Customer, Vendor, Item, and Chart of Accounts data. In this blog, we have only discussed the steps to import Excel Files to QuickBooks Desktop. Let’s have a look at the page and start importing.
By the way, we have mentioned all the information you may require to import Excel files to QuickBooks Desktop. If you still have issues and need professional help, dial 1.833.802.0002 and discuss your concerns.
A Simple Way to Import Excel Files to QuickBooks Desktop
If you are willing to import your Excel data to QuickBooks Desktop, we have mentioned the crucial steps to do so. Have a look at them:
Step 1: Turn on inventory preferences
For this, you will need to sign into the company file as an admin, and you should be in single-user mode.
- Go to Edit menu> Preferences> Items & Inventory.
- Click Company Preferences.
- Tap on Inventory and Purchase Orders.
- Then, you need to click on OK.
Step 2: Set up accounts in the data file
- Go to Lists.
- Here, you are required to choose the Chart of Accounts.
- Right-click anywhere to choose New.
- Click Account Type.
Recommended to Read: How Do I Fix QuickBooks Sync Manager Error?
Step 3: Use the following to create your data for each item
- Item Name
- Item Type
- Description of the Item
- Income Account
- Inventory Asset Account
- Name of the COGS Account
- On Hand Quantity
- Cost of Item
- Sales Price
- Total Value
- As Of Date
- Is Passed Thru
Step 4: Create the spreadsheet
Now, you need to create a spreadsheet using the table given there.
Step 5: Prepare to import
You must know the location of the Excel spreadsheet file because QB is synced with it during the process.
- Open QB.
- Access your company data file.
- After this, you need to back up the QB company file, but it should not overwrite any older backup.
Step 6: Import the spreadsheet
- Go to the File menu.
- Choose Utilities.
- Tap Import and then click on Excel Files.
- Head to the Add/Edit Multiple List Entries.
- Choose No.
- Click on advanced Import.
- Now, follow the steps below to set up a mapping:
- Choose Browse.
- Pick the Excel file.
- Here, select the accurate sheet from the Excel workbook.
- Next, you need to click on the checkbox that says This data file has header rows.
- Go to the Choose a mapping dropdown.
- Tap Add New.
- Perform the following on the mapping window:
- To easily identify the mapping, type a name in the mapping name field.
- Go to the Import Type dropdown.
- Choose the data you want to import.
- Choose Save after verifying the data.
- Click Preview> Import.
However, if you want to learn how to copy and paste multiple lines in QB Online, check out our dedicated guide.
What You Should Remember
In the blog post, we have precisely mentioned the steps to import Excel files to QuickBooks Desktop. If nothing helps and you prefer to consult a professional directly, give a ring to 1.833.802.0002 and connect with a QDM Pro Advisor.
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