Learn How to Import and Export Information in QuickBooks Desktop?

Posted on 25 October, 2023 by Brock Thomson

If you are looking for the process of importing and exporting data in QuickBooks Desktop then you have come to the right place. You might be thinking that the only way to extract information is by starting from scratch. But the fact is that you can transfer information to and from QuickBooks. The overall process is not only easy to upgrade, convert or create new file but you can save a lot of time and do other tasks. 

The process of import and export data in QuickBooks Desktop has a few basic steps which we will discuss in this article. So, keep reading on till the end and do not miss out any steps. 

1. Using CSV files

If you want to import a list in the CSV format install the QuickBooks import excel and CSV toolkit. 

The toolkit will have the following components - 

1. Import from excel and csv manual - A pdf document with instructions notes and best practices. 

2. XLS example folder - A sample excel file which contains worksheets one for each list type. 

3. Allowed fields - a reference guide explain what fields are available for excel and CSV import. 

4. CSV examples folder - has sample files of CSV one of each type.

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