Import to Quickbooks

Bobby Bluford VP, Finance • February 27, 2011

What type of data are you looking to import?

1

beth damis Owner • February 27, 2011

You may want to look into a 3rd party application

http://marketplace.intuit.com/v2/f-data-synchronization/software-solutions.aspx

jt forhan consultant • February 27, 2011

it's actually very easy, just make sure you have the data in the same order of the template you want to add the data for, they have a wizard that will walk you through it. excel is the easiest format to import.

Hillari Selby Internal Recruiter • March 2, 2011

I have 2010 and it does it, but not sure years before that do? It IS easy, they have a wizard that walks you through it. Go to general company settings and check the box that allows all first time messages to pop up again. Then, when you go to the item list (or customer or vendor list or whichever...), it will bring up a pop-up to walk you through it.

Becky Warburg Contract Accountant • March 3, 2011

Remember, you can only import lists, not transactions and you have to make sure everything is in the correct order before you do it. In 2010, Premier, you can dump columns in at once into the "Edit Multiple Lists" option.

Ayaz Ahmed Consultant • March 5, 2011

Let suppose i have to import bank in the quick books. What is the format i should follow. Can anyone email me at [email protected]. I have QB Premier 2009 & QB Pro 2010.

1

John Kogan CEO/CFO • March 7, 2011

In the "Ask the Experts" area of the site. She is great and you can find her under: Ask the Experts, Technology, Quickbooks.

Bobby Bluford VP, Finance • March 5, 2011

Hey Ayaz-

Another idea is something I've been working on and just learning. QODBC and AccessBooks RT(http://www.synergration.com/accessbooksrt/default.aspx) If you are at all familiar with MS Access, it provides direct access (read and/or write, if you're brave enough) to the back-end tables that make up Quickbooks. It's actually fairly easy to do, once you get the hang of it. More importantly, at least for me, is that you can that use that information and do a number of things with it in Access or Excel. This has allowed me to distribute information much more readily to managers and executives who don't have direct access to the accounting information. If you'd like help in getting started, I'd be more than happy to provide some guidance. I'm certainly not an expert, but am moving along and find it extremely helpful.

Bobby
BobbyBluford.com

1

Phil Drummond CFO • March 7, 2011

Ayaz,
Quickbooks can be picky about importing files unless they are "lists" as a previous commenter stated. If you want to import transaction data (i.e., journal entries) for your clients, Quickbooks uses an IIF file type for this. You can buy IIF file creators that integrate very well with your QB data and even validate accounts, etc. before importing. I use an IIF file creator published by Big Red Consulting. It's around $100 and well worth it. Good luck.

Danielle DehmlerBuckley VP Finance • January 11, 2012

We import hundreds of bills each month into Quickbooks using Transaction Pro Importer (Baystate Consulting). I have been very happy with the product - no bugs yet, easy to use, only $200. You can use it for any transaction or list. Simply set up your Excel file and then map the fields to your QB file.

Bob Stenz Controller • January 11, 2012

I've been using a 3rd-party add-on for journal entries named "Dynamic Ventures General Journal Entry" for years with QB Enterprise (we're currently on QB Enterprise, version 11). It has worked flawlessly...even with QB upgrades. I believe it would work with any QB Pro version and above. The tool comes with easy instructions and the company provides good email support. The tool was free (from emailing the company) at the time I got it and I believe it can still be obtained freely by searching the web (just Google the name).

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