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Import Excel and Comma Separated Values (CSV) files

QuickBooks for Windows can import data from Microsoft Excel worksheets or comma-separated values (CSV) files into these 4 lists:

  1. Customer
  2. Vendor
  3. Item
  4. Chart of Accounts

The QuickBooks Import Excel and CSV toolkit is a reference for creating and working with Excel and CSV files. The toolkit contains:

  1. Import from Excel and CSV Manual -- a PDF document with instructions, best practices, and notes.
  2. CSV Examples Folder -- 4 sample CSV files, one for each type of list.
  3. XLS Example Folder -- a sample Excel file containing 4 worksheets, one for each type of list.
  4. Allowed Fields -- a reference guide explaining what fields are available for Excel and CSV import.

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.

Detailed Instructions

To install the QuickBooks Import Excel and CSV toolkit:

  1. Open the File Download window for the toolkit and click Save.
  2. Go to your Windows desktop and click Save.
  3. Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
  4. Click Browse, select the folder where you want to install the toolkit (such as your Desktop), and click OK.
  5. Click Unzip to extract the contents, and then click Close to close the WinZip Self-Extractor window.
  6. Open the QuickBooks Import Excel and CSV folder from the location you selected in step 4.



KB ID# HOW12247
10/13/2015 9:44:43 AM
PPRDQSSWS407 9125 Pro 2015 9368ec