- 1). Save your Excel file or spreadsheet in XLS or XLSX file format or extension.
- 2). Open your QuickBooks data file.
- 3). Make a backup of your data so that you would not lose important data should the import doesn't work properly. This is best practice each time you work on any data.
- 4). Open the "Import a File" window in QuickBooks. Go to the toolbar; from the File menu, choose the "Utilities/Import/Excel Files" menu.
- 5). Go to the "Set Up Import" tab, then select your Excel file to be imported. Then, if applicable, select the sheet to be imported and leave the box titled "This data file has header rows."
- 6). Choose "Add New" from the mapping pull-down menu. A window will pop up where you will name the mapping; there you will select an import type, which is based on the type of information being imported. After you select the import type this will be listed under the QuickBooks column.
- 7). Click on the names to choose the fields you wish your data to be imported into. A pull-down menu will appear beside each name under the "Import Data" column where you will choose the Excel column designation where the data resides in Excel. Click "Save." At this point, you are back to the "Import a File" window.
- 8). Go to the "Preferences" tab and choose the applicable options to your import.
- 9). Preview your import by clicking on the "Preview" button. Check if everything looks well before proceeding to the next step.
- 10
Click on "Import" when everything looks fine. A warning window will pop up, reminding you to make a backup. Make your changes and save.
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