how to import transactions into quickbooks 2018 desktop

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 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: 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:

How to import transactions into quickbooks 2018 desktop