Importing/Exporting - Accounting Software Secrets
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Importing/Exporting

Importing/Exporting

Importing and Exporting Lists

 

Importing and exporting lists is a way of entering information from an external source. The importing and exporting of lists from one QuickBooks data file to another works quite easily. To import lists from Excel is more complicated but can be accomplished by most people.  Importing for items, customers, vendors, and accounts has been improved for QuickBooks Pro and higher, Version 2004.

 

To import transactions, however, requires programming experience, and is, therefore, not recommended for the average user.  There are several add on products that can assist with the process.  Transactions cannot be exported from QuickBooks.  They can, however, be shown in reports that are then printed to a file which can be opened in other software packages.

More information on this topic

Managing Lists