How to Import and Export Data in QuickBooks Desktop?
Do you want to merge two separate QuickBooks files into one or bring in information from another program into QuickBooks Desktop? The process can take a lot of time if you don’t know how to do that. Don’t worry, we have answers to your questions. Read this post till the end, and you will learn everything you should know to import and export data in QuickBooks Desktop.
Read More: https://qbsenterprisesupport.com/import-and-export-data-in-quickbooks-desktop/
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Brelin Groft commented
Importing Data
To import data into QuickBooks Desktop using a CSV file, follow these steps:
Open QuickBooks Desktop and go to File > Utilities > Import > Excel Files.
Select the CSV file you want to import and click Next.
QuickBooks will display a preview of the data in the CSV file. Review the data and make sure it is in the correct format.
Click Next.
QuickBooks will ask you where you want to import the data. Select the appropriate location and click Finish.To import data into QuickBooks Desktop using an IIF file, follow these steps:
Open QuickBooks Desktop and go to File > Utilities > Import > IIF Files.
Select the IIF file you want to import and click Open.
QuickBooks will display a preview of the data in the IIF file. Review the data and make sure it is in the correct format.
Click Import.
QuickBooks will import the data into the appropriate accounts.Exporting Data
To export data from QuickBooks Desktop using a CSV file, follow these steps:
Open QuickBooks Desktop and go to Reports > Lists > Item List.
Click the Excel drop-down menu and select Create New Worksheet.
QuickBooks will open a new Excel worksheet with the exported data.
Save the Excel worksheet to a location on your computer.To export data from QuickBooks Desktop using an IIF file, follow these steps:
Open QuickBooks Desktop and go to File > Utilities > Export > IIF Files.
Select the accounts and transactions you want to export and click Export.
QuickBooks will save the exported data to an IIF file.
Save the IIF file to a location on your computer.Greetings,
Peter