It's just a breeze to import estimates transactions in QuickBooks Desktop (QBDT), @BlinkBookkeeping. I'll be glad to show you how.
In QBDT, you can use IIF files to import and export your lists and transactions to and from QuickBooks Desktop. We'll show you how.
Beforehand, you'll want to create a backup file to restore data if you encounter changes and issues. Also, please make sure that you follow the IIF format to ensure that transactions import successfully. To give you more information, you can read this article: IIF Overview: Import Kit, Sample Files, And Headers.
Here's how to import the IIF file:
- Sign in to your company file as an admin.
- You can go to the File menu and Switch to Single-user Mode.
- From the File menu, select Utilities.
- Click Import, then select Import IIF.
- Choose the IIF file you want to import, then select Open.
- Then, select OK to confirm.
Refer to this article for more details: Export or import Intuit Interchange Format (.IIF) files.
To learn more about managing estimates in QBDT, please see this article for future reference: Use Progress Invoicing.
I'll be around if you have any other queries about managing your sales transactions or importing and exporting data to QBDT. Have a great rest of the week!
