Import from excel or CSV file

Posted by TonySper on June 27, 2009, 7:22 pm

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I am new with QuickBooks and want to import information from Excel into
QuickBooks. Can anyone show me the way. What is needed in excel? I also
would like to import from a CSV file. Can anyone clue me on where to look or
maybe show me.
Thanks for any help
Tony

Posted by Haskel LaPort on June 27, 2009, 9:59 pm

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>I am new with QuickBooks and want to import information from Excel into

>QuickBooks. Can anyone show me the way. What is needed in excel? I also

>would like to import from a CSV file. Can anyone clue me on where to look

>or maybe show me.

> Thanks for any help

> Tony

The help files in QB is a good starting point.

Posted by Gary E on June 28, 2009, 4:49 pm

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And what information would you like to import? What version of QuickBooks?

>I am new with QuickBooks and want to import information from Excel into

>QuickBooks. Can anyone show me the way. What is needed in excel? I also

>would like to import from a CSV file. Can anyone clue me on where to look

>or maybe show me.

> Thanks for any help

> Tony

Posted by TonySper on June 28, 2009, 10:34 pm

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Gary,
Thanks for the reply. To tell the truth I write programs in VFP and have a
client that is using QuickBooks 2009 and he wants me to let him move data
from the VFP Database into QuickBooks. Now I can put the data into a CSV
file or Excel but I do not know how to organize it so he can import it into
his QuickBooks. Just need a little clue. Been looking at some info and see
that the user doing the import has to configure his structure to agree with
the excel fields but have never done it myself as I have never used
QuickBooks and just need some info as to how he has to do it. Yes as the
fellow before you said "Start with the help file in QuickBooks", and I thank
him for the pointer. If I can find something to give to him so that he
understands that it is not a simple matter of me converting to a CSV file or
to Excel but that he needs to know how to import the fields into his
QuickBooks.
Thanks for any help.
Tony

> And what information would you like to import? What version of QuickBooks?

>>I am new with QuickBooks and want to import information from Excel into

>>QuickBooks. Can anyone show me the way. What is needed in excel? I also

>>would like to import from a CSV file. Can anyone clue me on where to look

>>or maybe show me.

>> Thanks for any help

>> Tony

Posted by Laura on June 29, 2009, 7:33 am

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You can not import transactions into QB using csv files (or excel files for
that matter). You need to format the file into a IIF file that has special
headers,etc for each record.

Google IIF files and see what comes up. I use a third party app from Big Red
Consulting to get my transactions in excel to QB when the need arises.
--
Laura

> Gary,

> Thanks for the reply. To tell the truth I write programs in VFP and have a

> client that is using QuickBooks 2009 and he wants me to let him move data

> from the VFP Database into QuickBooks. Now I can put the data into a CSV

> file or Excel but I do not know how to organize it so he can import it

> into his QuickBooks. Just need a little clue. Been looking at some info

> and see that the user doing the import has to configure his structure to

> agree with the excel fields but have never done it myself as I have never

> used QuickBooks and just need some info as to how he has to do it. Yes as

> the fellow before you said "Start with the help file in QuickBooks", and I

> thank him for the pointer. If I can find something to give to him so that

> he understands that it is not a simple matter of me converting to a CSV

> file or to Excel but that he needs to know how to import the fields into

> his QuickBooks.

> Thanks for any help.

> Tony

>> And what information would you like to import? What version of

>> QuickBooks?

>>>I am new with QuickBooks and want to import information from Excel into

>>>QuickBooks. Can anyone show me the way. What is needed in excel? I also

>>>would like to import from a CSV file. Can anyone clue me on where to look

>>>or maybe show me.

>>> Thanks for any help

>>> Tony

>>>