how to import from excel to quickbooks
If you are a business owner or accountant, you may need to import data from an Excel spreadsheet into QuickBooks in order to keep track of your finances. This could include customer information, invoices, payments, and other financial data. Knowing how to import from Excel to QuickBooks can help you save time and ensure accuracy when entering data into your accounting software.
Grace Everwood
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10 steps
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41 seconds
QuickBooks
1
Go to [https://quickbooks.intuit.com/](https://quickbooks.intuit.com/) and log in to your QuickBooks account.
2
Click the Gear icon in the upper right corner and select "Import Data" from the drop-down menu.
3
Select "Excel Files" from the list of available imports.
4
Click the "Browse" button to locate the Excel file you want to import.
5
Select the file and click the "Open" button.
6
Click the "Next" button to continue.
7
Select the worksheet you want to import and click the "Next" button.
8
Select the type of data you are importing and click the "Next" button.
9
Map the columns from the Excel file to the QuickBooks fields and click the "Next" button.
10
Review the data and click the "Import" button.