15 Nov QuickBooks List Import from Excel
QuickBooks List Import from Excel
New with version 2004 is a new import alternative: The ability to import from an Excel spreadsheet or a CSV file. The file does not have to have any specific header row. It is possible to do the mapping from the first line of data; however, a header row may make the process easier.
To use the feature, first select the file, and the sheet in the workbook. If the file has header rows, confirm the box is checked.
QBRA-2004: File > Import > Excel Files
<span times=”” new=”” mso-bidi-language:ar-sa=”” mso-fareast-font-family:=”” mso-ansi-language:en-us;mso-fareast-language:en-us;=”” “=””><br clear=”all”> </span> </p><p>Next, add a mapping to match the columns in the spreadsheet with the appropriate fields in QuickBooks. Currently Customer, Vendor, Item, and Account lists are supported.</p> <p>QBRA-2004: File > Import > Excel Files > File > Sheet > Add Mapping</p> <p> <img src=”/sites/default/files/2_30.png” data-cke-saved-src=”/sites/default/files/2_30.png” style=”width: 576px; height: 461px;” alt=””><br></p> <p>Once the mapping has been saved, it is possible to preview the import. Any lines with errors will be noted. The process of correcting errors can be challenging because the help instructions are not complete. Keep in mind eliminating the errors is not always straight forward since the codes from the previous IIF format can be different with this interface. For example, in the previous IIF format, the code for an inventory item was “Inventory,” but with this new interface, it is “inventory part” and without that type column containing the correct information, the item will not import.</p> <p> </p> <p>2/18/04</p> <h2>More information on this topic</h2> <p><a data-cke-saved-href=”http://www.4luvofbiz.com/kb/premium.php?cat=25&id=1123″ href=”http://www.4luvofbiz.com/kb/premium.php?cat=25&id=1123″>When to Create a new File</a></p> <p></p>