How to Import and export data in QuickBooks Desktop?
Want to learn the process to import and export data in QuickBooks desktop? If yes, then this segment is what you are looking for. We have drafted this segment with an intention to provide detailed information related to importing and exporting data in QuickBooks desktop.
You can import things like your bank transactions, accountant’s changes, general journal entries, and batch transactions. In order to get a better insight, scroll down the post carefully, or you can also connect with our U.S. based team professionals at 1-800-761-1787. Our technically sound Quickooks professionals will be more than happy to help you.
Steps to import and export data in QuickBooks desktop
MS Excel files
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Under this, you should move to the file menu and select utilities tab and then import and also choose excel files.
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In case you get the add/edit multiple list entries window and click on no.
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Follow the wizard in importing files.
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Choose the type of data.
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And QuickBooks will open a formatted excel spreadsheet. Once you have entered the information, save the file and close it. Click on the option to add my data now.
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And review the results and view data in QuickBooks.
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Pick the close option when done.
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Steps to import batch transactions
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You should select batch enter transactions from the accountant menu.
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Select the transaction that is to be entered.
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Select the bank/credit card or AR/AP account from the drop-down arrow. Select add new to set up the account.
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Open the spreadsheet containing the transactions to paste into QuickBooks.
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Arrange the columns in the spreadsheet to match the column order in the QuickBooks batch enter transactions screen.
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Highlight the transactional information, right click it and select copy.
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In the batch enter transactions screen in QuickBooks, right click the first date field in the list and select paste.
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Continue adding all transactions.
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Select save transactions and yes to save.
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Select ok to finish the import.
Importing and exporting data in QuickBooks desktop can be easy once you have gone through the above stated steps. However, if you are unable to carry out the process even after implementing the discussed steps, then you simply need expert assistance.
Feel free to contact our accounting professionals using our dedicated QuickBooks support line i.e., 1-800-761-1787, and our technically sound professionals will ensure to guide you in the best possible way.