How to Import and Export Data in QuickBooks Desktop?

One can easily import things like bank transactions, accountant’s changes, general journal entries, and batch transactions. Also, the user can import the customers and vendors. Moreover, the same can be exported in QuickBooks desktop. This process makes it easy for the user to convert, upgrade, or create new company file, and also saves a lot of time that one can invest in more essential tasks.

In this piece of information, we will be talking about the steps involved in importing and exporting data in QuickBooks desktop. Thus, if you are looking for the same, then stick to this post till the end. You can also start off a conversation with our team and ask them to carry out process on your behalf.

Information that can be imported

• Vendor types
• Employees
• Items
• Shipping methods
• To dos
• Notes
• Sales tax codes
• Customers and customer: jobs
• Other names
• Classes
• Payment terms
• Customer messages
• Sales reports
• Vendors
• Budgets
• Payment methods
• Customer and job types
• Price levels

Process to import and export information in QuickBooks desktop

The process might differ for the item to import and export, so we will be exploring the steps for different items one by one: 

MS EXCEL 

 The process for MS Excel involves the steps discussed below. It should be noted that QuickBooks software opens up a formatted excel spreadsheet, where the user can enter the information.When the user saves and closes the file, one can review results and view data in QuickBooks. The steps involved in the process to import and export data in QuickBooks are as follows: 

• At first, the user needs to navigate to the file menu and also select the utilities tab and hit import
• Now, click on excel files
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  • And also, if the user gets add or edit multiple list entries window, then hit no tab
  • The next step is to follow the wizard in importing the files
  • This can be done by selecting the type of data
  • As mentioned earlier the QuickBooks software will open a formatted excel spreadsheet. After the user has entered the information, he/she will be given the option to add my data now
  • After that, the user should review results and view data in QuickBooks
  • And also end it by selecting the close option

Towards the end of this post, it is expected that the information discussed would definitely help in importing and exporting data in QuickBooks desktop. 

Whereas, if the user gets stuck at any point of time or if the user needs our assistance at any point of time, then in that case we suggest you to directly consult ourQuickBooks enterprise tech support team of professionals at 1-800-761-1787, and let them handle the situation for you.