The information you get from your QuickBooks program is only as good as the data that you give it. If you've been tracking information in a spreadsheet, you can import the CSV file into QuickBooks to keep your QuickBooks file complete and up to date.
QuickBooks only allows you to import customer, vendor, inventory or chart of accounts information from a CSV file.
Import Into QuickBooks
- From the File menu, select Utilities, then Import.
- Under file type, select Excel Files. When the Add Your Excel Data window opens, select Browse and select the CSV file you want to import. Even if you didn't create your file in an Excel program, QuickBooks still recognizes CSV files as Excel data.
- Once your CSV file address appears in the Browse field, select Add My Data Now. QuickBooks will import the data and show you a summary after the import completes.
The necessary QuickBooks formatting for CSV files varies depending on the type of information that you're importing and can be difficult to get right. To simplify the process, you can download a QuickBooks Import Excel and CSV Toolkit from this support page.
Add CSV Lists to QuickBooks
If you have a simple list of vendors, customers, services or inventory items that you want to add to QuickBooks, you can do so using the Add/Edit Multiply List Entries function.
- Under the Lists menu, choose Add/Edit Multiple List Entries. From the drop-down menu, choose the list that you want to add to or edit. For example, you can choose the Customer list to add new customers.
- Navigate to your CSV file and highlight the list of names you want to import. Press Ctrl+C to copy the list.
- Navigate back to the list in QuickBooks. Click the first empty row and press Ctrl+V to paste the data into the list.
- Select Save Changes.
Based in San Diego, Calif., Madison Garcia is a writer specializing in business topics. Garcia received her Master of Science in accountancy from San Diego State University.