Import Excel File into QuickBooks Desktop Easily

3 min readJul 5, 2023

Sometimes you have to import and export your QuickBooks data. In such situations, you can use an Excel sheet to import vendor lists, items, customers, and charts of accounts data as well. In this post, you’ll look at how you can easily import Excel file into QuickBooks desktop. Please read the article below to understand it.

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How To Import Excel File into QuickBooks Desktop?

There are many options to import excel files from QuickBooks. Some of these are-

Step 1: Standard Import Option

Click Excel Files under Import from Utilities in the File menu.
If the Add/Edit Multiple List Entries dialogues appear, select NO.
Follow the import wizard’s instructions.
Select the data type.
QuickBooks opens an organized Excel spreadsheet. Once you’ve entered your data, saved the file, and closed it, you’ll have the choice to Add My Data Now.
Check the results and open QuickBooks Data.
Click Close when finished.

Once finished, import the Chart of Accounts after creating a backup of your company file.

Step 2: Import Chart Of Accounts

Click on Chart of Accounts> from the Lists menu after opening it.
Then click Import from Excel after selecting the Account drop-down.
Click Browse to select the Excel file to import.
Click Open after selecting the file.
Select the Excel Sheet that contains the data you wish to import.
Your accounts are on a map.
Accounting mapping instructs QuickBooks on how to import data from your Excel sheet. You need to match them since the column headers in QuickBooks can differ from those in Excel.

Give the mapping a name.
Select Account for the Import type.
Compare the data in QuickBooks with the names of the columns in your Excel file.
Click Save.

Select Import. Press Yes if this is your first time importing.

You may also be interested in reading a blog on QuickBooks Error 181016.

Step 3: Add/Edit Multiple lists

This option can add and modify multiple clients, vendors, and items. This cannot be used to import transactions (invoices, bills, etc.); instead, it is for list information (name, description, etc.).

Select Add/Edit Multiple List Entries from the Lists menu.
Choose the list you wish to work with from the List menu.
To see a specific record, filter the list.
To select the columns you wish to view in the Add/Edit Multiple List Entries boxes, click the Customize Columns option. You may quickly work on the necessary columns in this manner. To return to the list’s default columns, choose the Default button.

Please select a column in the left pane and choose to Add it.
To remove: choose “remove” in the right pane.
Choose Remove after selecting a column.
Choose the column from the right pane and choose to Move Up or Move Down to change the order of the columns.
Choose “Ok.”

By selecting the appropriate fields, you can add or update the entries. Please note that you can copy and paste data from Excel into this window. Additionally, you can duplicate rows and copy them down (highlight any field and select Copy Down and Duplicate Row)
Tap on Save Modifications.

Conclusion

These steps will help you import Excel files into the QuickBooks desktop. If you need further help, you can always take help from our team of professionals. Our team will help you in resolving any QuickBooks-related issues you may be having. You can also get assistance from the staff at the QuickBooks helpdesk. Dial toll-free number +1-(855)-955–1942.

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