If it's your first time to import, select Yes to confirm the process. Match the information under QuickBooks with the column headings in your Excel sheet.The column headings in QuickBooks may be different from your Excel, so you’d need to match them. Mapping your accounts tell QuickBooks how to import the data from your Excel sheet. Select the Excel Sheet where the data you want to import is on.Select Browse to select the Excel file you want to import.Select the Account drop-down at the bottom, then choose Import from Excel.
Go to the Lists menu, then select Chart of Accounts. Note: Before importing, we recommend that you create a backup of your company file. Note: If you need to import additional customer, vendor or item data from excel using this option, you can always go back to this window. Review results and view Data in QuickBooks. Once you have entered your information, saved the file and closed it, you will be given the option to Add My Data Now. QuickBooks opens a formatted excel spreadsheet. If you get the Add/Edit Multiple List Entries window, click No. Go to the File menu, select Utilities then Import and then Excel Files. To import Customers, Vendors, and Products you sell When you save and close the file, you can review results and view your data in QuickBooks. QuickBooks opens a formatted Excel spreadsheet where you can enter your information.
0 kommentar(er)
