How to convert transactions from Excel to Quickbooks

June 10, 2024 ⚊ 1 Min read ⚊ Views 46 ⚊ BUSINESS

To convert transactions from Excel to QuickBooks, start by ensuring your Excel file is formatted correctly with columns for date, description, amount, and account type. Save the file in CSV format. Open QuickBooks and navigate to the “File” menu, select “Utilities,” and then “Import.” Choose “Excel Files” or “CSV Files” and follow the prompts to map your Excel columns to QuickBooks fields. Review the imported data for accuracy and complete the process by saving the transactions in QuickBooks.

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Tags: Convert from Excel to QuickBooks

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