Our Excel sheet though came from another accounting program. If we were going to type information in, we might use one of those. These templates would correspond easily to QuickBooks field names. You can see those listed as buttons in the left half of the screen. We will navigate to File->Utilities->Import->Excel Files… Let’s import the above Excel worksheet into a new QuickBooks company file. For instance, the REFNUM column in the example shown will not have a corresponding field name in QuickBooks. It could be that not all of the columns will import.
These records will probably need to be formatted somewhat in Excel.
Information continues to the right, additional columns being used to accommodate more fields that must or can be imported into Quickbooks.Īcross the top, row 1 of the spreadsheet, are the labels that will be seen as field labels in QuickBooks. The Excel spreadsheet will look something like the screenshot above. You can also try to make it fit into the template If the lists can be opened in an Excel workbook, chances are we can import them to QuickBooks. The key is if the other accounting software can export the lists into Excel. In this case it is often still possible to import the lists into the new QuickBooks file rather than entering them by hand. Sometimes, another accounting program is being used and we want to convert to QuickBooks. That process is mostly used when creating a QuickBooks company file from another similar QuickBooks file.
It’s a fairly simple procedure that can be handled from within QuickBooks. Last week we posted an article on importing from one QuickBooks file to another.
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