CSV files can be understood as simple text files which include vital tabular data and each of its fields is at a distance with a comma separating them.
Similar to that of Google Spreadsheet or MS Excel Worksheet, CSV files can be pivotal for your business which brings in important data like transactions.
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In QuickBooks, you can save CSV files, which has your important data and use them for the various activity or maintaining records. This article will help you to understand how to import CSV into QuickBooks Desktop.
What is Importing CSV into QuickBooks Desktop?
When it comes to maintaining data records for your business, CSV files becomes a vital element for the same. In QuickBooks, you would be able to import CSV files that include bank transactions, general journal entries, accountant’s changes, and batch transactions.
Few imports can also be that of your vendors and customers.
How to Import CSV into QuickBooks Desktop?
For importing a CSV format, the foremost thing to do is to start installing the QuickBooks Import Excel and CSV toolkit.
This QuickBooks Import Excel and CSV toolkit include a few of the important things that you would be needing for importing CSV files into QuickBooks Desktop.
Here’s what would you find in a typical QuickBooks Import Excel and CSV toolkit:
Import from Excel and CSV Manual:
Import from Excel and CSV Manual is a PDF formatted document that has various kinds of instructions, notes, and pointers on a few of the best practices.
CSV Examples Folder:
CSV Examples Folder would be containing 4 sample CSV files. Each CSV file in a CSV Examples Folder would be in respect to the type of list.
XLS Example Folder:
In an XLS Example Folder, you would find a sample Excel file which will an inclusive of 4 worksheets that belong to each type of list.
Allowed Fields:
Allowed fields can be understood as a reference guide which helps you to understand what kinds of fields are available for CSV import and Excel.
Now that you have an idea of what a QuickBooks Import Excel and CSV toolkit is all about, let’s get down to unlock the steps involved in how to import CSV into QuickBooks:
Steps to Install the QuickBooks Import Excel and CSV Toolkit
Step 1: Begin with opening the file download window for the tool and then you have to select Save.
Step 2: Select Save after going to your Windows Desktop.
Step 3: To open the WinZip Self-Extractor window, double-click QuickBooks_Import_Excel_ and_CSV.exe on your Windows desktop.
Step 4: Then you have to select Browse, and then choose the installation location for the toolkit (such as your desktop), and click on OK.
Step 5: To extract the contents, you have to choose to Unzip, and to shut the WinZip Self-Extractor window, choose Close.
Step 6: Using the location you chose in step 4, access the QuickBooks Import Excel and CSV folder.
Alongside, importing CSV files into QuickBooks, it also gets important to understand how to export CSV files from QuickBooks.
Most often, you would be needing to export the list in the CSV format from QuickBooks when you don’t have MS Excel or you wish to view/edit the data with an alternative format. On QuickBooks, you can export three types of data, Customers and Vendors, Items, and Reports.
Steps to Export Customers and Vendors From QuickBooks
Step 1: Visit the Customer/Vendor Center.
Step 2: Hit the Excel drop-down and select Export Customer/Vendor list.
Step 3: Choose Export Transactions when you would be exporting transactions filtered by transaction type or name.
Step 4: Under the Export Window, select comma-separated values (.csv) file.
Step 5: Tap on Export and give the file a name and locate a destination to which you shall save the file. Once saved successfully, you can find it and edit it when needed.
Steps to Export Items
Step 1: Visit the Lists.
Step 2: Hit the Excel drop-down and select Export all Items.
Step 3: Under the Export Window, select comma-separated values (.csv) file.
Step 4: Tap on Export and give the file a name and locate a destination to which you shall save the file. Once saved successfully, you can find it and edit it when needed.
Steps to Export Reports
Step 1: Open Reports.
Step 2: Hit the Excel drop-down which you can easily locate at the top of the report.
Step 3: Tap on Create New Worksheet.
Step 4: Under the Send Report to Export Window, select comma-separated values (.csv) file.
Step 5: Tap on Export and give the file a name and locate a destination to which you shall save the file. Once saved successfully, you can find it and edit it when needed.
Have you tried this before? If not, then it’s time to effortlessly import or export CSV files in QuickBooks.
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Frequently Asked Questions (Faqs)
What Types of Lists I can Import CSV Files into QuickBooks?
What Types of Transactions I can Import CSV Files into QuickBooks?
Can I Undo an Import once Done on QuickBooks?
No. On QuickBooks, you cannot undo any information that you have imported and should consider keeping a backup in case you need it.
