Easy Steps to Import and Export CSV File in QuickBooks

QuickBooks Desktop lets you import or export data. Instead of starting from scratch, you can transfer information from QuickBooks in case you need to change, upgrade, or create a new company file. Before you start importing or exporting data, you want to know the transaction type and file format to ensure that QuickBooks can handle them. Typically, QuickBooks allows you to import or export lists from MS Excel. You can import some transactions like online web connect files of your bank and you can export all reports as Excel or PDF files. Each field of the file is separated from the next by a comma. Most spreadsheets support this format, although you can create and edit CSV files with any text editor such as Notepad. If you don’t know how to import and export CSV file in QuickBooks. Don’t worry, In this blog, you can find the solution to your problem. Below you can find the steps which can you apply in your QuickBooks to import and export CSV file.

To Import and Export CSV file in QuickBooks

First I will tell you how to import then I will tell you how to export CSV files in QuickBooks.

Import CSV file in QuickBooks

To import the list in CSV format, you need to install QuickBooks Import Excel and CSV Toolkit. The toolkit includes:

  • Import from Excel and CSV manual – a PDF document with instructions, best practices, and notes.
  • CSV example folder – 4 sample CSV files for each type of list.
  • XLS example folder – an example Excel file containing 4 worksheets, one for each type of list.
  • Allowed fields – A reference guide explaining which fields are available for Excel and CSV import.

Steps to Install QuickBooks Import Excel and CSV Toolkit

  • Open the file download window for the toolkit, then choose Save.
  • Go to your Windows desktop, then choose Save.
  • Double-click on the QuickBooks_Import_Excel_and_CSV.exe option on your System to open the WinZip Self-Extractor window.
  • Select Browse, select the folder where you want to install the toolkit (such as your desktop), then OK.
  • Select Unzip to remove the content, and then click Close to close the WinZip Self-Extractor window.
  • Open the QuickBooks Import Excel and CSV folder from the location you chose.

Export CSV file in QuickBooks

If you do not install MS Excel on your computer or if you want to view and edit your data using a different format then you can export the list as a CSV file.

Customer and supplier

  • Open Customer / Supplier Center.
  • Select Excel drop-down, then choose:
  • If you want to export customer/supplier data such as name, balance and contact information, then export the customer/supplier list.
  • If you want to export the transaction (by name or transaction type), then do the export transaction.
  • In the Export window, choose to Create a comma-separated value (.csv) file.
  • Select Export.
  • Assign the file name, then choose the location where you want to save the file.
  • Open, open and edit the file as required.

Item

  • Go to the list menu, then choose the item list.
  • Choose the Excel drop-down and then choose Export All Items.
  • In the Export window, choose to Create a comma-separated value (.csv) file.
  • Select Export.
  • Assign the file name, then choose the location where you want to save the file.
  • Open, open and edit the file as required.

Report

  • Open the report.
  • Choose the Excel drop-down at the top of the report.
  • Create a new worksheet.
  • On the Send Report to Excel window, choose to Create a Comma Separated Value (.csv) file.
  • Select Export.
  • Assign the file name, then choose the location where you want to save the file.
  • Open, open and edit the file as required.

Conclusion

This blog helps you to Import and Export CSV file in QuickBooks. I hope my all information is useful for all QuickBooks users. If the problem to understand all steps you have one more option you can dial our QuickBooks Support toll-free number. Our Expert proadvisor solves your problem in a simple way without wasting your time.

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