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Rea_M
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Hello there, KTR Consultants.

 

Let me share details about the exporting and importing process in QuickBooks. This way, you'll be able to determine the right thing to do to successfully import your client invoices to your QB Accountant account.

 

Exporting and importing procedures isn't a straightforward task. It's because the exported and imported files have different mapping guidelines.

 

Based on the license you've mentioned above, it seems that you're using the QB Accountant version. You can export and import your client's invoice transaction using the CSV format, IIF, and Excel files. 

 

Please note that you can't undo information you import, you need to make a backup copy of your company file for future use.

 

Once ready, let's now import your client's transactions to your QB Accountant account. In case you're using a CSV file, you need to install the QuickBooks Import Excel and CSV toolkit to first before performing the import process. Here's how:

  1. Open the file download window for the toolkit.
  2. Select Save.
  3. Go to your Windows Desktop, then select Save.
  4. Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
  5. Select Browse.
  6. Choose the folder where you want to install the toolkit (such as your Desktop), then OK.
  7. Select Unzip to extract the contents.
  8. Click Close to close the WinZip Self-Extractor window.
  9. Open the QuickBooks Import Excel and CSV folder from the location you selected in step 6.

 

To learn more about the exporting and importing process, kindly refer to this article: Import and export data in QuickBooks Desktop. It provides an overview of the procedure, ways, and things you need to keep in mind when you import or export data.

 

Please let me know if you have other concerns. I'm just around to help.

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