How to Upload Excel to Quickbooks Desktop

The answer is "maybe"; permit's break downwardly the different situations first.

Annotation: before reading this article, if you are looking for QuickBooks Online, this article is better for that

Importing list entries (not transactions) into QuickBooks Desktop

All versions of QuickBooks Desktop (Pro, Premier, Accountant, and Enterprise) have congenital-in functionality to import into QuickBooks the following lists:

• Customer List*
• Vendor List*
• Item List* (Products and Services)
• Account List* (Chart of Accounts)

All of these tools are in-product, with menus that guide y'all through the mapping procedure.
*If the name/list entry is beingness created for the start time, it is possible to import a beginning balance as well as of a specific appointment, and that volition create a journal entry with that beginning rest adjustment against an "Opening Residuum Equity" account.

Additionally, you could use an IIF** file to import those aforementioned types mentioned above and also the following list types:

• Other Names List
• Employee List
• Shipping Method
• Sales Tax Codes
• Classes
• Payment Terms
• Customer Messages
• Sales Rep
• Job Type
• Payment Method
• Budgets
• Price Levels

IIF is also valuable to make UPDATES to existing lists, which is very useful for Customer, Vendors, Accounts, and Items; which tin can be imported/updated via IIF as well.  Y'all can download the Import kit from Intuit hither

NOTE: if information technology is NOT on this list, y'all cannot import with IIF, you lot may need a 3rd party tool like TPI, Zed Axis, and/or SAASANT.

Importing Transactions into QuickBooks Desktop

If you have QuickBooks Desktop Accountant or QuickBooks Desktop Enterprise editions, at that place are some built-in features to import transactions of these types:

• Invoices & Credit Memos
• Bills & Vendor Credits
• Checks (or Bank Debits)
• Deposits
• Credit Bill of fare Charges and Credit Card Credits

The caveat on these, is that it tin can only import unmarried-line transactions (so an invoice with 2 or more items cannot be imported); aforementioned result with checks that would have split expense categories, cannot be done with the congenital-in tool.

IIF files could come to the rescue, the following transaction types could exist imported via IIF import:

• Bill
• Pecker Payment
• Bill Credit
• Sales Receipt
• Bank check
• Credit Card Refund
• Credit memo
• Customer Payment
• DepositEstimate
• Invoice
• Item Receipt
• Full general Journal Entry
• Purchase Order
• Sales Taxation Payment
• Statement Accuse
• Transfer
• Inventory Qty/Value Adjustment
• Timer Activity (Timesheet)

Annotation: Sales Orders are NOT Supported via IIF

So the original question was: Practice I need a third political party tool to import transactions from excel into QuickBooks Desktop like: SaasAnt, TPI, or Zed Centrality?

Well, primarily, if you demand multiple lines, you need IIF or a third political party programme, period!  If the listing type and transaction type listed above is in the IIF kit, and you practice not heed finagling with an IIF file to make it fir the formatting from your original data, so the answer is no.  Nonetheless. that might show to be a huge pain in the barrel, and I personally prefer to avert wasting time with IIF files, unless it is something simple, so I resort to my favorite importing app: SaasAnt Transactions for QuickBooks Desktop , it is a $100 a year software and it allows to import all the following:

• Invoice
• Receive Payment
• Estimate
• Credit Memo
• Sales Receipt
• Sales Order
• Argument Charge
• Refund Receipt
• Check
• Bill
• Pecker Payment
• Purchase Society
• Particular Receipt
• Item Receipt With Bill
• Credit Card Charge
• Credit Carte du jour Credit
• Journal Entry
• Fourth dimension Tracking
• Deposit
• Transfer
• Bank Statement
• Credit Carte du jour Statement
• Inventory Adjustment
• Inventory Transfer
• Vehicle Mileage
• Nautical chart Of Accounts
• Customer
• Vendor
• Employee
• Location
• Particular
• Item Discount
• Detail Payment
• Inventory Item
• Inventory Assembly
• Fixed Nugget
• Item Group
• Price Level
• Other Name
• Sales Tax
• Sales Tax Grouping
• Class

Their sample/template in excel, will evidence yous all the fields available for importing into.  SAASANT tin can also do transactions exports and batch delete.  It too has lower upfront toll ($100), Simply after 2 years it it technically more costly, because its annual subscription.  I do detect that nearly import projects are ane-fourth dimension anyway.  To also be off-white to its competitors (which I also have licenses for) it is worth mentioning these two:

• Transaction Pro Importer seven.0: Information technology is a 1-time fee of $249, it tin simply do importing functions.  Needs to exist updated every few years to support latest version of QB
• Zed Axis Importer v13: It is a 1-fourth dimension fee of $195; and It can exercise Import, Export, and Delete all inside the same program!  It can also do import-only into QuickBooks Online.

**IIF Files are very tricky to put together, you can download Intuit's old (and unsupported) IIF kit to figure it out. We do offer some easier to use macros and templates for IIF importing every bit well

If you need assistance importing lists or transactions into QuickBooks, email united states of america: hector@qbkaccounting.com for a quote.

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Source: https://qbkaccounting.com/do-i-need-a-3rd-party-tool-to-import-transactions-from-excel-into-quickbooks-desktop/

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