How do I import information into QuickBooks from excel?
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- Go to List > Add/Edit Multiple List Entries
There are also pre-formatted excel templates for Customer List, Vendor List, and Item List.
- Go to File > Utilities > Import > Excel Files
Lists! Awesome…but what about transactions, you ask? Those are a little more tricky, you cannot simply format an excel spreadsheet and import/upload the data into QuickBooks. You would have to know the special format required (.iif), and there are no error checks to the import, if you set it up wrong..it’s going to import wrong!
Payroll transactions cannot be imported/exported from QuickBooks at all due to Intuit restrictions. Although you can import time sheet information and then use that to create paychecks.I recommend the use of Transaction Pro Importer for QuickBooks. This affordable program allows you to import most transactions into QuickBooks efficiently. There are ways to validate and check the data before you transfer it to QuickBooks. I use this program all the time and love, love, love it!
For example, one client uses an online POS system and it claimed to import into QuickBooks. Their import was a disaster! BEWARE of any program that claims to import into QuickBooks. They usually do not import the way you want! I export the point of sale data and then use Transaction Pro Importer to get the data into QuickBooks and in the right place.
Coming soon-video on how to use TPI for some of the more common QuickBooks forms like invoices, sales receipts, etc. Don’t see it posted yet? Leave a comment and tell me to hurry it up!
I hope this has helped! I would love to hear from you so leave a comment, ask a question, or just say “Hi”. Please share this or post a review for me: Google or ProAdvisor 
{ 2 comments… read them below or add one }
Hello. I am intersted in using TPI to import into quickbooks my daily sales receipts that are contained in an excel spreadsheet. I need to record two daily sales receipts per day. One for cash sales and one for credit sales. But, the data for both the cash and credit sales are contained on one row of an excel spreadsheet, in different fields. Seems like I will need to go throught the import process twice. Once to import the cash sale, and once to import the credit sale. Am I correct? Will TPI allow me to import my daily sales receipts?
Yes this will work for you. You should only have to import one sales summary per day. The sales summary would list all of your sales for the day (broken out by type if you need that detail) and then you would list the payments by type that would zero out the receipt. The cash and credit sales can be on the same receipt.
Item 1: $800.00
Item 2: $150.00
Item 3: $50.00
Subtotal: $1000
Cash payments: $750
CC Payments: $250
Total: 0
Click here for an example: http://abilitybooks.com/salessummary.pdf