Thanks for following along with the thread, @Harish0412.
When importing from Excel, we have a tool kit available that you can use. The toolkit contains:
- Import from Excel and CSV Manual – a PDF document with instructions, best practices, and notes.
- CSV Examples Folder – 4 sample CSV files, one for each type of list.
- XLS Example Folder – a sample Excel file containing 4 worksheets, one for each list type.
- Allowed fields – a reference guide explaining what fields are available for Excel and CSV import.
If you're interested in using the tool kit, please use the steps I'm including below to download it.
- Open the file download window for the toolkit, then select Save.
- Go to your Windows Desktop, then tap on Save.
- Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
- Hit Browse, choose the folder where you want to install the toolkit (such as your Desktop), then OK.
- Select Unzip to extract the contents, and then select Close to close the WinZip Self-Extractor window.
- Open the QuickBooks Import Excel and CSV folder from the location you selected in step 4.
For more information about the import process, check out these help guides below:
That should do the trick. Please don't hesitate to let me know if you have any additional questions or concerns. Have a good one!
