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Tools to Import Data from Excel into QuickBooks
Concluding Update: 01/28/2018 by Hector Garcia, CPA
First, the top 3rd political party tool I use everyday to import Banking concern transactions into QuickBooks when I have them in Excel or CSV is chosen: CSV2QBO by MoneyThumb
- Price: $59 for CSV2QBO
- Cost $149 for PDF2QBO
- Price $249 for 2bo Catechumen Pro (which includes PDF2QBO, CSV2QBO, QIF2QBO, and PDF2CSV all in one)
- Price $2999 for 2bo Convert Pro+ (which includes PDF2QBO, CSV2QBO, QIF2QBO, and PDF2CSV all in ane) and scanned statements as well
Description: works with major banks and credit cards in US, requires an original (not scanned) PDF statement or a Excel/CSV File, information technology volition read the information and convert to .QBO for Bank Feeds.Our Total Review here - All-time part: .QBO Files import into ALL VERSIONS OF QuickBooks, Pro, Premier, Enterprise, Mac, and QuickBooks Online!
Secondly, I would similar to list the built-in features that QuickBooks (N0 boosted toll) already has regarding importing data already in excel directly into QuickBooks without the demand of a 3rd political party software or fancy programming/coding skills.
Add together/Edit Multiple Entries:
This feature was add on in QuickBooks 2010, information technology allows you to import the following: Listing Items (Inventory, Non-Inventory, and Services), Customer, and Vendors. The all-time part is y'all can actually copy and paste single columns or multiple columns.
- Watch this video case
- Step past Step Guide
Advanced Data Import
You can import Customers, Vendors, Items (all types), and Accounts (Nautical chart of Accounts) including their beginning balances.
- Video Example
- Pace by Step Guide
Batch Enter Transactions.
But available in QuickBooks Accountant 2013, 2014, 2015, and 2016 / QuickBooks Enterprise 14, 15, and sixteen 
I have a consummate article virtually using the Batch Enter Transactions to import excel into Quickbooks on this feature
With 3rd-Party applications
Now, I will go on to list the third party utilities (extra toll and boosted learning curve) that tin can import data that from excel that y'all couldn't otherwise:
Zed Axis Importer xi.0
- Maker: Zed Systems
- Cost: $195
- Link: http://www.zed-systems.com/products/axis.aspx
- Clarification: Can import all transaction types except payroll, hard to get to work at first, but once yous get it in one case, information technology becomes easy to utilize. Map settings can exist saved for repetitive imports.
- WORKS WITH QUICKBOOKS DESKTOP AND QUICKBOOKS ONLINE
Read ourReview or watch thisVideo Example
eZ Account Import
- Maker: Zachary Systems
- Price: $120 per yr
- Link: http://world wide web.zacharysystems.com/ZSI_eZ_Acount_Import.aspx
- Description: Imports banking concern data from excel into QuickBooks Online Cyberbanking. I accept never used this tool, just know information technology exists.
Video Example
RSSBus Excel Add-in for QuickBooks
- RSSBus
- Price: $89
- Link: http://world wide web.rssbus.com/excel/?tabs=2
- Description: Work 100% inside excel, you can even import data into Excel from QuickBooks. Y'all tin can modify information technology, delete rows, and/or add together new information. It is a bit cumbersome to use, even within excel.
Transaction Pro Importer
- Maker: Baystate Consulting
- Price: $199
- Link: TPI
- Description: Very consummate package with comprehensive set of tools. We volition exam it and write a full review.
IIF Transaction Creator
- Big Red Consulting
- Price: $99
- Link: http://bigredconsulting.com/products/iif-transaction-creator-for-quickbooks/
- Description: Works 100% within excel, and so consign to IIF which is QuickBooks' natural transaction importing environment. Can import: Customer Invoice, Client Credit Memo, Customer Sales Receipt, Client Payment Received, Customer Statement Accuse, Client Approximate, Vendor Neb, Vendor Bill Credit, Vendor Bill Payment, Cheque, Vendor Particular Receipt, Vendor Purchase Order, Bank Check, Banking company Eolith, Credit Card Charge, Credit Bill of fare, Credit, General Journal, Inventory Aligning, and Transfers.
Dynamic Ventures General Journal Entry
- Dynamic Ventures
- Cost: $0
- Link: http://marketplace.intuit.com/AppID-2908-Overview.aspx
- Description: This is a sample made my a custom software and custom quickbooks add-on programmer. The utility is Gratis
Finally, bank check out our
Comparing guide of all 3rd party tools that import and export data form Quickbooks and Excel
Hector Garcia
- Hector Garcia
- 12:00 pm
- 21 Comments
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Source: https://qbkaccounting.com/import-data-from-excel-into-quickbooks/
21 Responses
Dear Hector,
Thank you for sharing your expertise on website. I am a new user of QuickBooks and the Visitor I just joined use QuickBooks Pro 2000. I would like to improve our productivity from manual input to importing from Excel to QuickBooks. Please advise if this is possible with QuickBooks Pro 2000.
Thank you in advance for your advice.
Best Regards
Vincent Thai
QuickBooks Pro 2000.. I dont even remember what that looks like. I would probably recommend QuickBooks Accountant 2014 or 2015
Dear Hector,
Practice you lot think the batch processing feature is bachelor on the Proficiency version? What version exercise yous suggest for a Non Turn a profit?
Thank you for your advice.
Anish
You need QuickBooks Accountant Edition to use the built-in importing features. that will be adept for non turn a profit as well
Thanks Hector
hullo hector! Cheers for this page. im having trouble finding the batch enter transaction tab in Quickbooks pro 2013 please help me. I deceit detect it in company tab.
QuickBooks Pro dues non have information technology… yous demand QuickBooks Auditor
Hi..would like to know it is possible to import my sales report files from excel to quickbooks without any third political party systems? Im using QB 2012 and information technology was hard for me to encode all ofnthe datas manually to meet my borderline….hope yous could help me :-(
yous tin apply IIF import to exercise that…
How-do-you-do! I would just similar to ask if you lot already made a review of Transaction Pro Importer. I just want to know the ameliorate tool between Zed Axis and Transaction Pro Importer. Since these 3rd political party programs are the only ii recommended past Intuit for QuickBooks. Hoping for a reply. Thank yous and more power.
I apply ZED Centrality
HI Hector,
tin I inquire how to import the purchase order and sales invoice using iif file? Cheers
Hullo! I take QuickBooks Pro 2011. I'thou trying to import a simple list from Excel into QuickBooks and have QuickBooks plow that list into divide invoices. The list in Excel includes customer name, service blazon, clarification, cost, quantity, etc. (with each customer on a new line). I want each line in Excel to become an invoice in QuickBooks assigned to the customer listed on that line.
Is at that place a way to practice this?
Thank you lot!!
I have QB Pro 2013 and wish to apply a spreadsheet to enter investment management client quarterly invoice information in QB. I would and so like to use a receipt Spreadsheet to post the payments that typically come for 500 split accounts in one check that must be applied to the appropriate Invoice and account receivable posted in a higher place. Must I buy a tertiary party supplemental software or the Accountant version?
Aye you need to!
I am interested in a solution to import an journal entry from excel into Quickbooks Premier contractor Edition 2015
yous can utilise IIF Transaction Creator or Zed Axis
Working on conversion from a very old accounting software not compatible with excel to 2017 Premier Accounting. I would like to know more about your IIF conversion tools and whatsoever other data upload tools you may accept bachelor.
Thanks.
in that location are several tools yous can employ
do you sell qb accountant? Nosotros have 2017 qb pro for multiple users