Tools for importing Excel and CSV files

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

• Customer
• Vendor
• Item
• Chart of Accounts

If you want to import transactions, other list types, or if you have QuickBooks for Macintosh, you must use Intuit Interchange Format (IIF) files. . Refer to Data that can be imported or exported using IIF files for more information.

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

• Import from Excel and CSV Manual -- a PDF document with instructions, best practices, and notes

• CSV Examples Folder -- four sample CSV files, one for each type of list

• XLS Example Folder -- a sample Excel file containing four worksheets, one for each type of list

• Allowed Fields -- a reference guide explaining what fields are available for Excel and CSV import

To install the QuickBooks Import Excel and CSV toolkit:

1. Open the File Download window for the toolkit and click Save.
2. Browse 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.