Hunting for a well-defined guide to import and export data in QuickBooks desktop? If yes, then here is a nerdy tour to importing and exporting data in QuickBooks desktop. Instead of starting from scratch, one can easily transfer info to and from QuickBooks. This makes it easy for the user to convert, upgrade, or create a new company file. One can import things such as bank transactions, accountant’s changes, general journal entries, and batch transactions. One can also import the customers and vendors.
The process of exporting and importing data in QuickBooks desktop involves certain steps, which are discussed later in this piece of information. Thus, we recommend you to stay hooked to this post till the end. However, if you have got any question regarding the same, then feel free to approach us at any point of time via 1-800-761-1787.
MS EXCEL
- The first step is to visit the file menu and choose the utilities tab and also hit import tab
- After that click on the excel files
- In the next step if the user gets to add or edit multiple list entries window, then the user should click on no
- After that follow the wizard in importing files
- Select type of data
- QuickBooks opens a formatted excel spreadsheet. After entering the information, saved the file and closed it. The user will be given the option to add my data now
- And also, review results and view data in QuickBooks
- The last step is to select the close option when done
Customers and vendors
In order to import and export customers and vendors, the below steps can be followed:
- At first, the user needs to open the customer/vendor center
- And then choose the excel drop down and choose:
- Export customer and vendor list
- And export transactions
- The user is then required to select the create a comma separated values file
- And also click on export option
- After that assign a name to the file and choose the location to save the file
- And also, locate the open and edit the file
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