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1. #IMPORT EXCEL INTO QUICKBOOKS FOR MAC PDF#
2. #IMPORT EXCEL INTO QUICKBOOKS FOR MAC PRO#
3. #IMPORT EXCEL INTO QUICKBOOKS FOR MAC DOWNLOAD#
4. #IMPORT EXCEL INTO QUICKBOOKS FOR MAC WINDOWS#

So you can simply Quick Add them to the Customer list by clinking on each of them, If they had already been in Quickbooks, then they would show in black and you would not have to do anything else.Īnd then finally, just add the item to each one, or just add one on the first line and then Right Click, Copy Down to have all the invoices bear the same item (if applicable to your situation)įinally click on Save Transactions, and all the Invoices will be created automatically. Whatever you will see in RED is for names or items not in the QuickBooks Database. Then all you have to do is Copy the data from Excel: Notice that the “Total” and “Item” Column are there, because they are required, but its ok if its not in your spreadsheet, because that can be loaded afterwards. Now you will see the Batch Enter Transaction window and will have to customize the columns to match the same as the Excel spreadsheet. Step 2, go to Company menu, and Batch Enter Transactions (In QuickBooks Accountant, this feature will be in the Accountant menu). Other Columns to consider: Description, Terms, Due Date, Template… No Custom Fields can be added to the Batch Import feature. Technically, this will be sufficient to start the process, but I recommend to have the ITEM name as well, the Item is the on the points to the account that will be affected with the imported invoices. In this example, you see the following columns: Now, onto the exercise, step 1 is to make sure your spreadsheet contains all the required data that will be imported (copy/pasted technically) Now, back to using QuickBooks Accountant, I must also point out that in year 2013 of Accountant and Enterprise you can import Checks, Deposits, and Credit Card Charges/Credits the additional transactions such as Invoices, Customer Memos, Bills, and Vendor Memos are only available in 2014-2018 versions

#IMPORT EXCEL INTO QUICKBOOKS FOR MAC PRO#

That being said, if you have QuickBooks Pro,QuickBooks Premier, QuickBooks Mac or QuickBooks Online, this is 100% irrelevant as this feature is not available in those versions.Īlternatively, you can always export bank transactions from excel into QuickBooks using a 3rd party tool called CSV2QBO or 2qbo Convert Pro by MoneyThumb, here is a quick video that explains how the converter software works: Click 'Lists' - 'Chart of Accounts' - 'Wells Fargo'.First of all, is important to disclaim that the following exercise i will be discussing to import Invoices into QuickBooks from an Excel spreadsheet will only work in two versions of QuickBooks: Review transactions in Quickbooks after importing. Click 'File' - 'Utilities' - 'Import' - 'IIF Files'.

Make sure to backup your Quickbooks data file before any IIF import. Now the IIF file is created, let's switch to Quickbooks and import created IIF file. Make sure all accounts, vendors, and customers exist in Quickbooks.Ĭlick the 'Convert' button to create an IIF file. Now we have all the things in the right order. For 'Input Category' (Payroll) enter the name in the 'Output Category' column (Consulting Income). Let's say it should be 'Consulting Income'.Ĭlick on the 'Payee/Categories' Tab. We have 'Utilities' (Expense), which is matching.įor the 'Payroll' - Income category. In our case, we have four categories: Office Supplies, Utilities, Utilities, and Payroll. Map categories or payee names to expense account names in Quickbooks. If you don't have the same name in Quickbooks, you can add it here. Let's check the Customer's name (in our case 'Microsoft') in Quickbooks. Everything else you can leave empty because the converter will not change it. For 'Input Payee' enter the name in the 'Output Payee' column, as you have in Quickbooks (for 'Bookstore Invoice' enter 'Indigo'). Let's say for 'Bookstore Invoice' we have the Vendor name 'Indigo'.Ĭlick on the 'Payee/Categories' Tab. Bookstore Invoice, Gas Company, Hydro, and Microsoft are Payee names. In our case, we have three expense transactions (requires Vendor to be assigned) and one income transaction (requires Customer to be assigned). Map payee or payer names to Vendor or Customer names in Quickbooks. Review transactions before converting, check that dates are correct, have the correct year, deposits, and withdrawals are assigned correctly.

#IMPORT EXCEL INTO QUICKBOOKS FOR MAC PDF#

Start Bank2IIF and select the transaction file (it could be QBO file, OFX file, QFX file, QIF file, PDF file, MT940 file, or STA).

#IMPORT EXCEL INTO QUICKBOOKS FOR MAC DOWNLOAD#

Download it from the Bank2IIF download page. Make sure you are using the latest version of Bank2IIF.

#IMPORT EXCEL INTO QUICKBOOKS FOR MAC WINDOWS#

Follow the steps below for the Windows version.