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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
JaneDave_I
QuickBooks Team

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Let me chime in on this thread to provide some clarity on managing your data migration from Excel using QuickBooks Desktop (QBDT), Pen.

 

QBDT Premier Plus's built-in Excel import feature is primarily designed for Lists, such as Customers, and Items, rather than transactional data, like Sales Orders. This is why you're unable to find the option for Sales Orders within the system. 

 

While turning on the Accountant Toolbox is a great idea to leverage its features. However, the batch entry functionality is only exclusive for certain products like QuickBooks Desktop Enterprise and its Accountant version.

 

As a workaround, you'll have to consider exploring a third-party application, as SIAB have already mentioned.  

 

You can check out our Intuit Marketplace to find an app designed for importing transactional data like Sales Orders. 

 

Feel free to reply to this post if you need further assistance.

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