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Import transactions into quickbooks desktop from excel
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– Import transactions into quickbooks desktop from excel


Is it possible to import this into a new set of books. I have never had this happen and it appears you can’t just import the general ledger?

Any suggestions??? Using multiple file formats, you can import and export numerous lists and transaction kinds to and from QuickBooks Desktop. When importing Excel files from QuickBooks, you have several options. Once done, you can create a backup of your company file then, import the Chart of Accounts. Mapping your accounts tell QuickBooks how to import the data from your Excel sheet.

Please check out this article for further information about options 2 and 3 in importing from Excel: Import or export MS Excel files. Also, read these guides to learn more about import or export information with QuickBooks Desktop:. Helping you is our top priority. Just hit the Reply button if you have other concerns with importing or with QuickBooks. The Community is always available for you. Stay safe. I’m not sure why they use that excuse not to share the backup file.

Afaik, it has nothing to do with file sharing with software licenses or copyrights. Since two day i am in contact with quickbook desk top support team to help me for transferring my data from excel file to desk top pro If so, did you run into any issues when trying to follow our importing process? Enter a search word.

Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. Labels: QuickBooks Accountant Desktop.

Reply Join the conversation. QuickBooks Team. Option 1: Standard Import: 1. Follow the wizard in importing files. Choose the type of data. The good news is that it comes with a free trial for 30 days. Where you can try it and if you find it simplifying your business process, then you can continue buying with a monthly or yearly subscription pack.

Step 2: Start the application and you will see the dashboard on the screen. The trial version would be valid for 30 days. Step 3: Selecting the file: First select the desired QuickBooks transaction or list type and select the file that you need to import. You can proceed by selecting the desired sheet with the file chosen for Excel files.

Step 4: Once your file has been uploaded, the screen for field mapping will appear. Then you will be required to select the File Header against respective QuickBooks Fields if required. Proceed by clicking the next button. Here you can review the data from your excel file before importing it to your QuickBooks company. There you go. Unlimited Deletes: If you have mistakenly imported the wrong data, no worries.

You can easily delete multiple transactions within a click by using SaasAnt Transactions. Also, it validates the pre-uploaded transactions and maps all the QuickBooks fields after importing. User Friendly: The user Interface and dashboard and are built with the best industry standards for an excellent user experience. Premium Support: If you get caught in a situation, where you are expected to deal with any issues by yourself, the SaasAnt support team will always be available.

The SaasAnt team of experts will help you right away when you need it. To sum it up, this QuickBooks automation tool is time-saving, stress-relieving, efficient and it is a must-have tool for QuickBooks accounting and bookkeeping. And thus it makes a strong foundation for your accounting system. There cannot be any other way to describe it. Thursday, June 16,


Import transactions into quickbooks desktop from excel


Go to Solution. Thanks for the clarification, Les9. You’ll want to import your bank transactions using the. QBO format. CSV file is not available. Let me guide you how to do it. Furthermore, here’s an article you can read for more details: Import web connect. Additionally, I got you this article that can guide you in reconciling your accounts accurately: Reconcile an account in QuickBooks Desktop.

You can always get back to me whenever you have other concerns. I’m always here to help you anytime. Keep safe! View solution in original post. Hi Les9. This contains the PDF instructions and guidelines as well as a few samples to show the proper formatting.

If you’d like to learn more about importing and exporting data in QBDT check out these articles as well:. Import and export data in QuickBooks Desktop. Export, import, and edit IIF files. Import web connect. As you may have noticed, there are quite a few options available for importing data into QuickBooks Desktop. I recommend you check through them all before you decide which one you’d like to use. If you need anything else though, please leave a reply below so I can get back with you.

Enjoy the rest of your day. As far as I understand, I can only import account list, vendor list, customer list and item list from Excel to QuickBooks but what about bank transactions?.

Is that possible? I can see that I can import account list, vendors, customers, items But what about bank transactions from Excel. Is there any way to do this?. Thanks for reaching back out to the Community. Depending on your bank, you should be able to go to their website and log into your online banking and download transactions into an Excel CSV file.

If you run into any trouble, just let me know. I want to make sure that all of your concerns are addressed. Paste from excel to quickly add new or edit existing entries. If you’d like QuickBooks to take you there now, click Yes. I click no and I go to the screen called: “Add your excel data to QuickBooks”. When I add my excel file, it says that “The excel file you’re trying to import is not a QB supplier templated.

The templates that you sent in your first response was for account list, vendor list, customer list and item list. My excel file is not any of those lists, the excel file that I want to import has information about bank transactions, in 3 columns:. I appreciate your help on this.

Thank you GK Hello there, GK07 ,. You’ll want to move the data from the Excel to IIF. This way, you’ll be able to import your credit card transactions to QuickBooks. After that, copy your data from the Excel file to the IIF file. Then, import it to QuickBooks. Here’s how:. When I try to download, import etc. The account has a weird number for Bank Acct No. Our bank has a new Web Connect and this account is still listed with the old web connect that does not work anymore.

What if your bank doesn’t offer the. QBO format? I am using a desktop Mac version I cannot seems to find a way to import credit card transactions. Is there a way to do this? Currently, we can only use a. QBO file to get transactions into the bank register.

You can utilize any supported third-party apps that can help convert a file to a. QBO file format. I’d also like to let you know that our developers are constantly uncovering and considering new ways to improve the program. To be updated with our latest news and enhancements, you can visit our QuickBooks Blog site. If you have any other questions, feel free to post them here. We’re always here to help. Have a good one. Thanks for joining this thread, morel. For additional reference, you can check this article for detailed steps about importing transactions.

Please know that I’m only a post away if you have anything else. Just leave a comment below, and I’ll get back to you. You need to click “Start” to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc.

After that, apply the filters, select the fields, and then do the export. To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it. In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.

For selecting the file, click on “select your file,” Alternatively, you can also click “Browse file” to browse and choose the desired file. You can also click on the “View sample file” to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields.

To review your file data on the preview screen, just click on “next,” which shows your file data. Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium. You can even get the benefits of anytime availability of Premium support for all your issues. First, click the import button on the Home Screen.

Then click “Select your file” from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files.

Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business.

It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more. If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica. This feature allows you to share bills, payments, information, and much more. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. Labels: QuickBooks Accountant Desktop. Reply Join the conversation. QuickBooks Team.

Option 1: Standard Import: 1. Follow the wizard in importing files. Choose the type of data. QuickBooks opens an excel spreadsheet in a structured format. You’ll be given the option to Add My Data Now after you’ve input your information, saved the file, and closed it. Check results and open Data in QuickBooks. Hit Close once done. Open the Lists menu, then choose Chart of Accounts. Choose the Account drop-down, then hit Import from Excel. Click on Browse to choose the Excel file you want to import.

Choose the file, then hit Open. Choose the Excel Sheet where the data you want to import is on. Map your accounts. Enter a mapping name.