How to Import Excel File
to Quickbooks?
There are two ways to import excel file. First is using a formatted spreadsheet that Quickbooks will provide. On this way, you can only import Customers, Vendors and Items. This is like a wizard that you can follow since it has a step by step instructions on how to import these information.
Second is using the Advanced Iimport. On this import type, you can import Customers, Vendors, Items and Accounts. Click here to go ahead and import excel file using Advanced Import.
Follow the steps below to import excel file:
- Open your Quickbooks application.
- Click the File menu.
- Navigate to Utilities > Import > Excel Files
- Then click the Advanced Import to import using the Advanced procedure or by using a formatted spreadsheet (first way).
If you're planning to use te Advanced Import procedure, you should first prepare your excel file for import. The format of your excel file should look like the one below.
When you have the excel file available, you can go ahead and do the import using the Advanced Import. Follow the steps below to do this:
- Open Quickbooks applicaton.
- Click the File menu.
- Navigate to Utilities > Import > Excel Files
- Click Advanced Import button.
- The Import a File window will appear. In the Set up Import tab, there are two section. Select a File and Data Mapping.
- In the Select a File, here you will browse for your excel file. Click the Browse button to select your excel file. Then select the sheet in your excel file. If your excel file has a header row like the one that I illustrated above, you have to check This data file has header rows.
- In the Data Mapping section, you have to map the fields in your excel file to the field in Quickbooks. To start mapping your fields, click the Choose a mapping drop down box then select the option < Add New >.
- The Mappings window will appear. You have to specify the Mapping Name by entering it in the Mapping Name field. Select the Import Type (Customer, Vendor, Item or Account).
- You will have two columns. One column for Quickbooks fields (Quickbooks column) and another column for your excel file (Import data column). You have to map what field goes to what field in Quickbooks. You need to map your fields one by one. Click the first line in your mapping and a drop down box will appear. Click the field that you want to map on this line.
- Click the Save button when you're done with the mappings. Then click Import to import your list. You will receive a message on how many records imported successfully and how many records had errors.
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