How to Import and Export Data in QuickBooks Premier?
Learn how to use QuickBooks Desktop’s import and export features for data files:
You’ve come to the right spot if you’ve been browsing the internet for information on how to import and export data from QuickBooks desktop. You may believe that the only way to obtain information is to start from scratch, but there is another attractive option: you can move data to and from QuickBooks 2024. You may convert, upgrade, or create a new company file more easily with the help of this method, which also saves you a ton of time that you can use for other, more crucial activities. A few fundamental processes are involved in the import and export of data in QuickBooks, and these will be covered later in this post. Therefore, be sure to read the article through to the end and follow all of the instructions.
Additionally, if you need any additional help, call our QuickBooks support team at +1-888-656-2102. Our staff can support you in your quest and assist you with data import and export in QuickBooks desktop.
A Synopsis Of The Data Import And Export Procedure
When we discuss importing data, we often mean importing batch transactions, general journal entries, accountant modifications, and bank transactions. Additionally, you can import the merchants and customers. Additionally, the same can be exported, including the vendor and customer lists, accessible journal entries, etc. We’ll examine a few lists and QuickBooks transaction kinds that you can import.
There is a vast amount of data that you can import. In this section, we’ll examine the elements that you can import without any problems.
- Accounts Charts
- Types of Vendors
- Shipping procedures
- Actions to take
- Codes for sales tax
- Clients and clients: occupations
- Other terms
- Terms of payment
- Client correspondence
- Sales summaries
- Spending Plans
- Methods of payment
- Types of customers and jobs
- Pricing ranges
Those transactions that are importable
Let’s now talk about the transactions that are importable. The transactions that can be imported are mentioned below:
- Beginning balances of accounts
- sales to clients in cash
- Fund transfers between accounts
- vendor invoices
- Money received from clients
- Refunds for vendor bills
- Orders for purchases
- General notes in the journal
- Customer credit memos
- Customer credit card refunds
Things to keep in mind
When exporting and importing data in QuickBooks, there are a few things you should keep in mind. Let’s examine a few of the most significant ones:
- Since imported data cannot be undone, you should safeguard your data files by creating a backup.
- It is advisable to consult with the accountant prior to importing the data.
- Looking through the Intuit marketplace for programs that can help you import the data is another crucial step.
Procedure For QuickBooks Desktop Data Import And Export
We shall examine the procedures for each item individually, as the import and export processes may vary:
- The Excel
The typical Microsoft Excel import procedure consists of a few fundamental steps. You can enter the data in a structured Excel spreadsheet that QuickBooks opens. You may access data in QuickBooks Upgrade and review the outcomes after saving and closing your File. The steps listed below can be followed in order to import vendors, customers, and products:
- Select the Utilities option after navigating to the File menu.
- Click the Import menu item.
- After that, select the Excel files.
- You should select No if the Add or Edit multiple list entries window appears on the screen.
In order to import the files, follow the wizard:
- Select the Data Type.
- A structured Excel spreadsheet opens in QuickBooks. You will be prompted to Add My Data Now once you have input the data, saved the File, and closed it.
- Then, look over the outcomes and see the data in QuickBooks.
- When you’re done, use the Close option to put an end to it.
- You may always return to this window choice if you require to import more customer, vendor, or item data from Excel using this option.
- Utilizing CSV data
- You must install the QuickBooks import Excel and CSV toolkit before you can import a list in the CSV format. The following items will be included in the tool kit:
- Instructions, recommended practices, and notes are included in the Import from Excel and CSV Manual, a PDF document.
- The Excel sample file, named “XLS example folder,” includes four worksheets, one for each kind of list.
- The reference guide under “Allowed fields” explains which fields are compatible with CSV and Excel imports.
- Sample CSV files for every kind of list are included in the CSV examples folder.
- In the event that Microsoft Excel is not installed on the computer, that you would like to view and edit the data in a different format, or both, you can export the CSV files.
Clients and suppliers
Opening the Customer/Vendor Center is the first step.
Click the Excel drop-down menu to select from the following options:
- Export vendor/customer list: If you would like to export customer information, including name, balance, or contact details
- Additionally, export transactions: Should you want to do so.
- You now have to choose the Create a comma-separated values file option in the export box.
- Then select the Export option by clicking.
- Give the File a name now, and select the location where you want to save it.
- Moreover, find the File, open it, and edit it if necessary.
- To do this, select the Report option.
- Select the Excel drop-down menu located at the report’s top.
- Select the New Worksheet option.
- Also, choose Select the Send Report to Excel window and create a comma-separated values file.
- After that, select export.
- Next, give the File a name and choose where you want it saved.
- You can find the File, open it, and make the necessary changes.
IIF import and export
To export IIFs, perform these steps:
- You must first sign in as an administrator to the corporate File.
- Proceed to the File menu after that.
- Select the Switch to single user mode option from the File menu.
- Next, select the Utilities tab by going to the File menu.
- You must select export in order to move on to the next step.
- Select the Export IIF files menu item.
- Next, from the save in drop-down, you must select the location where the IIF will be saved.
- Next, select save and enter a name in the file menu.
- Selecting the OK button is the last step.
How to Import IIF Files
- Signing in as an administrator is the first step in the company file.
- Proceed to File and select the Switch to Single User mode option after that.
- Ensure that the corporate File is backed up. If the data doesn’t import as planned, you can restore it.
- Next, select the Utilities and Import choices from the File menu. Additionally, choose Import IIF files.
- The IIF file must then be browsed, chosen, and opened.
- The imported data must be confirmed by selecting OK in the final step.
Importing the accountant’s batch transactions
The following stages are involved in importing batch transactions from the accountant:
- You must select the Batch input transactions option from the Accountant menu at the beginning.
- Next, select Transactions from the drop-down menu. Enter the transaction information.
- Only compatible versions of QuickBooks will allow you to enter numerous checks, deposits, credit card charges or credits, invoices, credit memos, bill,and bill credits.
- Selecting the relevant bank, credit card, or AR/AP account from the drop-down menu is the next step. To configure the account, you can alternatively choose the Add new option.
- Next, open the spreadsheet with the transactions so you can copy and paste it into QuickBooks.
- The spreadsheet’s columns should then be arranged to correspond with the QuickBooks batch enter transactions screen’s column order.
- Next, choose the Transactional data by highlighting it, right-clicking on it, and choosing Copy.
- Next, select Paste from the menu when you right-click the First date field in the list to open the Batch Enter transactions page.
- The Batch enter transactions screen will now be displayed using the data from the spreadsheet.
- Follow the instructions to add every transaction.
- Click Yes to save after selecting the Save Transactions option.
- Lastly, to complete the import procedure, choose OK.
- It should be noted that while you can choose multiple transactions from one company file to other in a manner that can be imported using the enter batch transactions capability, the batch transactions cannot be exported.
To sum up!
Our qualified professionals took care to include all pertinent information on importing and exporting various types of data in QuickBooks desktop in this article. If you still have questions, you can contact us at +1-888-656-2102, our dedicated support hotline. If you want our knowledgeable and trained accounting specialists to handle the import and export procedure in QuickBooks desktop on your behalf, then get in touch with us as well. Our QuickBooks enterprise support staff is available around the clock to assist you.
In QuickBooks Desktop, what kinds of data can I import and export?
QuickBooks Desktop supports the import and export of a variety of data types, including invoices, bank and credit card transactions, purchases, vendor and employee listings, and ancillary data types.
Can I transfer and import data between QuickBooks Desktop versions?
Sure, Data can be imported and exported across QuickBooks versions. The data should work with both versions, though.
Is QuickBooks Desktop able to import data from other accounting programs?
Sure, QuickBooks Desktop allows users to import data from other accounting applications. This can be accomplished by using the Intuit import tool or a few other third-party applications.
Can I transfer and import data between QuickBooks Online and Desktop?
Sure, Exporting and importing data between QuickBooks Desktop and QuickBooks Online is a simple process. You can do this by using the integrated export and import tools or by using third-party solutions that make data conversion easier.