Can I Import Data to QuickBooks From Microsoft Excel?

Yes, subject to certain limitations.

You can only import list data into 1 of 4 lists:

  1. Customers
  2. Vendors
  3. Items
  4. Accounts

You can import either in Microsoft’s supported workbook format (.xls or .xlsx, depending on your version of Excel) or CSV format.

Intuit offers a free Import Excel and CSV Toolkit, which includes a PDF manual, CSV and .XLS example import files, and a reference guide explaining field names. It’s a compressed executable file, which extracts those files when run. Additional information is available in this Intuit knowledgebase article.

You can use another import file type, Intuit Interchange Format (IIF), to import unlinked transactions. See our article on the capabilities of IIF files for more information.

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Comments

  1. Joy Peoples says:

    You do have capabilities of importing bills, journal entries, etc. However, header and footer line are required.

  2. Hi dear,
    I have time and attendance software for employee attendance. For payroll I want to import attendance file to QuickBooks. I can generate file CVS and Excel format. I don’t know the field structure required by QuickBooks any help appreciated.
    Sam

    • Chief Mechanic says:

      QB imposes a lot of limits on payroll data. The links in our article are the best information we have for CSV imports. You can also research using the Intuit SDK, but that will require programming in an advanced language.

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