QuickBooks for Windows can import data from Microsoft Excel worksheets or comma-separated values (CSV) files into these 4 lists:
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. 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 -- 4 sample CSV files, one for each type of list
XLS Example Folder -- a sample Excel file containing 4 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:
If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.