You can import data from QuickBooks just like your bank transactions details, general journal entries, batch transactions & much more. You can also easily import your customers & vendors data.
The export data option is used for transferring the data from one version of QuickBooks to another.
How to Prepare the Data For Export?
- Firstly, go to your QuickBooks software and open the QuickBooks company file.
- Then, choose the Gear icon located on the top of the window.
- Next, select the Export Data option under Tools section.
- After that, read the instructions of the export process, and click on the Get Started button.
- Now, from the Prepare to Export window, you need to choose the Install ActiveX Control Now option.
- Next, tap on the continue button for the installation confirmation.
- At last, choose the data that is to be exported and click on the continue button.
If you’ve ever searched for the steps to import and export data in the desktop version of QuickBooks, then you’ve reached the right place. You might think that starting from scratch is your only option, but in fact, you can also export data. This process not only makes it simpler to convert a file or create a new one from scratch, but it also saves a lot of time you can use on more important tasks. If you’re interested in becoming more efficient with your data management, then stay tuned for the steps involved with importing and exporting your QuickBooks data.
Moreover, once you’ve imported your data into an Excel file, you can then export it back into QuickBooks. Just let our team know how we can help and they’ll be on the case!
Brief into Import and Export Data
When you import data into QuickBooks, the software will automatically process the transactions and accounts. You can also include all of your customers, vendors, and lists. Furthermore, you can export your journal entries, sales information about customers, and vendor list.This is a sentence rewriter.
Create a list of your own with an import tool
The types of information you can import are almost endless. Let us have a look at the elements that we have no trouble importing consistently.
- Charts of accounts
- Vendor types
- Shipping methods
- To dos
- Sales tax codes
- Customers and customer: jobs
- Other names
- Payment terms
- Customer messages
- Sales reports
- Payment methods
- Customer and job types
- Price levels
Transactions That Can Be Imported
Let’s discuss about the transactions that can be imported. Below are listed the transactions that can be imported:
- Account beginning balances
- Cash sales to customers
- Account transfers of funds
- Vendor bills
- Payments from customers
- Vendor bills refunds
- Purchase orders
- General journal entries
- Credit memos to customers
- Credit card refunds to customers
Points to Remember
If you’re looking to export data in QuickBooks, there are a few key things to remember. Let’s review some of these important concepts:
- As a precaution, it’s always a good idea to make a backup of your data files. No one wants to lose all their hard work.
- If you’re looking to import data, be sure to speak to your accountant first and make sure it’s something they can help you with.
- When importing data, it’s important to review the Intuit marketplace to find the apps that can help you get started.
QuickBooks Desktop Provides a Way to Import and Export Information.
QuickBooks desktop lets you import and export information.
What’s important to know is that Excel includes an import feature. QuickBooks will open up a formatted file, and you’ll be able to enter the information in it. When you save and close it, you can review your results. Importing customers, vendors, and products is as simple as performing the below steps:
- Head to the File menu, and then choose the Utilities option.
- Hit the Import option.
- Then, click on the Excel files.
- If you see the ‘Add or edit multiple list entries window’ on your screen, please hit no.
- Follow the wizard for importing the files:
- Choose the Type of data.
- Quickbooks provides us with a spreadsheet on which to enter all of our desired information. After we save the file and close it, we’ll be given the option to add any missing data by clicking “Add My Data Now.”
- Finally, review your results and view data in QuickBooks.
- Click on the Close button to finish editing this paragraph.
There are a few different methods to import additional data from excel into QuickBooks. For starters, if you need to import customer or vendor information that wasn’t previously added, clicking the ‘Import additional items form’ option in the storefront is your go-to method.
Using CSV files
Installing the QuickBooks import excel and CSV toolkit allows you to import your list in a CSV format. The following components are included with it:
- Import from Excel and CSV Manual – Your instructions, best practices and notes are included in PDF form with how-to guides on the side.
- XLS example folder – A sample excel file that contains 4 worksheets, one for each type of list.
- Allowed fields – Excel and CSV import formats are available for different fields. Check out the guide on this page if you need more info.
- CSV examples folder – As with other CSV tools, you’ll get a sample CSV file for each type of list.
For exporting the CSV files, we provide both a data export and visual validation with this new platform. If you are not having MS excel installed on your computer or if MS excel is not installed on your system or if you wish to view and edit the data using a different format, we’re happy to help.
Customer and Vendors
- The initial step is to open the customer and vendor center.
- Hit on the Excel drop down, then you can choose the following:
- Export customer/vendor list: If you want to export any data from the customer such as name, balance, or contact information
- And Export transactions: If you wish to export the transactions we have on your account.
- In the export window, you must select the ‘Create a comma separated values file’ option.
- Then select the Export option.
- Now assign a File name, and then choose where you wish to save the file.
- You can not only locate the file, but you can also open and edit it if necessary.
- To do this, go to the Reports section and click on Submit.
- Just click on the Excel down arrow at the top of the report to get started.
- There is a Create new worksheet option.
- Also, opt for Create a comma separated values file on the send report to Excel window.
- Afterward, choose Export.
- Then, click on the Save button and select a Location to save it.
- You can locate, open, and edit the file if you need to.
Import and Export IIF’s
The steps to export IIFs are as follows:
- When you want to access a company file you’ll first be required to sign in as an administrator.
- And then go to the File menu.
- From the file menu, choose the Switch to single user mode option.
- Then select File and choose the Utilities tab.
- Export is the next step in the process.
- Select the Export IIF Files option.
- After saving your information, you will be able to choose the Location.
- After that, click Save in the file menu.
- The final step is to choose the “OK” button on this screen.
The Steps to Import IIFs
- The first step is to sign in via the company file as an admin.
- First, select File and choose Switch to single user mode.
- If your data doesn’t import the way it should, you can restore it from a previous backup.
- After downloading IIF files, proceed to the File menu and choose Import IIF Files. You’ll also find the Import IIF Files option on the Utilities panel.
- Use the IIF file to select and open it.
- The last step is to choose “Ok” to confirm the imported data.
Importing Batch Transactions From the Accountant
The process for importing batch transactions from the accountant is as follows:
- Let’s make things simple. When it comes to entering your transactions (in the inception) you should choose Enter transactions from the Accountant menu.
- Then, from the transaction type drop down, choose “Transactions.”
- QuickBooks users have the option to enter data into their business apps on multiple types of check formats. These checks include deposits, payments, credit card charges and credits, as well as invoices and bill/credit memos.
- The next step is to choose the correct bank / credit card or AR/AP account from the down arrow. You can also select “Add New” to set up a new one.
- Instead of having to make a new spreadsheet, you can also access the one they sent in email.
- Arrange the columns in the spreadsheet to match the order of transactions on QuickBooks screen.
- Now that you’ve highlighted the Transactional information, right-click the text and select Copy.
- After copying the list of dates (which is located in the First date field), right-click the list and choose Paste from the Batch enter transactions screen.This is a sentence rewriter.
- Now that we’ve copied the data from the spreadsheet, it will display the Batch Enter Transactions screen.
- Proceed with the steps to Add all transactions.
- Choose the Save transactions option and hit Yes to save.
- Finally, select OK to finish the importing process.
It should be noted that the batch transactions cannot be exported. However, you can copy multiple transactions from one company file to another and import them into EnterBatchTransactions in order to track transactions for your company.
QuickBooks desktop import and export is a vital skill for anyone in the accounting field. That’s why our certified experts put together this article that teaches readers everything they need to know about import and export. Contact our QuickBooks Enterprise tech support team for more details.
How to Export the Data?
- First of all, choose the Gear icon.
- Then, navigate to the Tools group and select the Export Data option.
- Next, choose the Get Started option, and then click on the continue button.
- After that, choose the Data to Export option, and click on the continue button.
- Now choose the Continue to Download option, from the export window.
- Make sure, the version of QuickBooks is open, on which export is to be performed.
- Then, you need to choose the location for saving the export_company file.
- Once the downloading is finished, tap on the Convert Now button.
- As soon as the export of data is done, tap on the Finish button.
- Also, you need to configure the Internet Explorer’s security, for an export to be successful.
Note: You should always check if the export is successful or not. You can do this by running the Profit and Loss report and see if it matches the previous one.