Hi @manymaples15
Importing excel files helps reduce time recording. It is a great tool by QBO to help any business get their books done.
I just want to make sure that all steps have been followed before we troubleshoot more.
Before you can start to import your file, you'll need to install the QuickBooks Import Excel and CSV toolkit. Here's how:
- Open the file download window for the toolkit.
- Click Save.
- Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
- Select Browse.
- Choose the folder where you want to install the toolkit, then OK.
- Select Unzip to extract the contents, and then click Close to close the WinZip Self-Extractor window.
- Open the QuickBooks Import Excel and CSV folder from the location you selected in step 4.
These articles contain detailed steps on how you can import the data successfully: https://quickbooks.intuit.com/community/Getting-Started/Import-export-CSV-files/m-p/201366 and https://quickbooks.intuit.com/community/Getting-Started/Import-export-overview/m-p/203723.
Kind regards,
Noelia
