How to Import Transactions from a Spreadsheet Into QuickBooks
The accounting and bookkeeping process frequently involves data from other systems. While QuickBooks is a great accounting platform, there are some situations where you need to manipulate data within Excel or bring in data from an external source. In today’s episode, Bernard Roesch will talk about how to bring in outside data into QuickBooks using a spreadsheet.
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Spreadsheet Import Needs with QuickBooks
The most common reason that you will need to import a spreadsheet of data into QuickBooks is because not all systems connect to QuickBooks directly. However, most database systems allow for exporting data into Excel, and Excel can be used to import data into QuickBooks. You just need to ensure that you are mapping your spreadsheet data correctly to the fields that you have on QuickBooks.
Overview of Importing Spreadsheets into QuickBooks
The specific process will vary depending on what systems you’re using. But the basic steps are as follows. First, if there is a native functionality within the software you’re using to export to a QuickBooks-friendly Excel file, then that would be best. If that’s not possible, you can export to a CSV Excel format and use third-party utilities to convert that Excel data into a QuickBooks-friendly format. If that is not a feasible solution, there are other custom programs or ways to move data when a spreadsheet is not possible.
Need Help Moving Data into QuickBooks
If you need help getting data from an outside system into QuickBooks or any other method of managing your data related to QuickBooks, contact Bernard today. Bernard can help you understand the options for moving data around and help you accomplish what you need.