How to Easily Import From Excel to Quickbooks
How do I import a Microsoft Excel file containing all my customer lists into QuickBooks 2011? Do I need to convert my Excel file into an IIF file? How would I do this?
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dhpTz066ur35ZHacfA8pyY
11/08/10 6:09pm PST
Viewed by asker 02/09/11 1:47pm PST
Viewed by asker 02/09/11 1:47pm PST
5 Replies
11/09/10 5:05pm PST
I appreciate your reply, but in QB when I went to File, Utilities — I only saw “Verify Data”; “Rebuild Data”; “Condense Data”.
I did not see “Import Excel"
Under the “Import” tab it says, “IIF Files”; “Quicken Files”; “Web Content Files”.
Is there another place I can look to import excel files?
11/10/10 6:45am PST
What version of Quickbooks do you have? If you have an older version perhaps the import from Excel feature isn't there...
...Oh, you have a Mac version. That feature is only on Windows.
JEGL
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11/11/10 10:24am PST
I'm not a fan of creating IIF files by hand. It is a tedious process with high margin of error.
If this is a one time thing I recommend you save your data file as a QB Windows back up file. Load this file into a trial copy of QB 2011 for Windows (which you can get for Intuit) and use the data mapping features in QB 2011 for Windows to bring in your Excel file. Once you do this then save the file back as a QB for Mac back up file and then load that file into QB for mac system.
Before you attempt to do any kind of IIF import work make sure you back up your original data file first.
Best
02/11/13 11:38am PST
Now that it's 2013, if there's an update to the advice above, let me know. We are just converting our books to QB for Mac (2012 version).
I'd like to export my fliemaker invoices (that's the program we've used for receivables) into excel then import those into QB so I can put last year's receivables in QB without a lot of data entry.
Thanks,
02/12/13 6:05pm PST
Latest post
To import transations from Excel, you first need to convert the Excel data to an IIF file for import. You can use the IIF Transation Creator to help you do this, even if only in trial mode to see how the data should look.
