Hello there, @Allmer.
Currently, you're able to import lists and transactions using MS Excel, CSV, and IIF file formats into QuickBooks Desktop (QBDT). However, you can only perform the process to the following (I'm just naming a few below):
- Chart of Accounts
- Employees
- Vendor Types
- Items
- Account beginning balances
- Cash sales to customers
- General journal entries
For the complete tally of lists and transactions that you can import to QBDT, I'd recommend checking out this article: Import and export data in QuickBooks Desktop (Lists and Transactions you can import drop-down). It also includes helpful links on ways to import info in QuickBooks.
You'll first have to install the QuickBooks Import Excel and CSV toolkit to import the list in the CSV format. Before doing so, please know that you can't undo the info you import. You should make a backup just in case. Whenever you're ready, here's how:
- Open the file download window for the toolkit, then select Save.
- Go to your Windows Desktop, then select 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 (such as your Desktop), then OK.
- Click 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.
Additionally, here's an article that'll further guide you in managing the growth of your business using QBDT: QuickBooks Help Articles. It includes topics about account management, banking, and expenses, to name a few. You can click the + More topics to view additional selections.
Let me know how it goes. If you have other importing concerns in QuickBooks Desktop, please don't hesitate to comment below. I'm just around to help. Take care always.
