QuickBooks for Windows can import data from Microsoft Excel worksheets or comma-separated values (CSV) files into these 4 lists:
The QuickBooks Import Excel and CSV toolkit is a reference for creating and working with Excel and CSV files. The toolkit contains:
It may be easier and faster to add these using the Add/Edit Multiple List Entries window.
If you want to import transactions, other list types, or if you have QuickBooks for Macintosh, you must use Intuit Interchange Format (IIF) files.
Be aware that importing from Microsoft Excel or from IIF files does not include certain custom fields you have added to Items or to Names.
To install the QuickBooks Import Excel and CSV toolkit: