When you want to do changes within your company file, import and export can be done by the help of another application such as MS Excel. When transferring or updating a data file, you may need to follow templates and formats that are recognized by both applications to prevent errors.
Important: Ensure to have a backup copy of your company file before following the import process.
Note: Import is often used to transfer files from MS excel to QuickBooks Point of Sale for Desktop. Follow the steps to import data to QuickBooks Point of Sale for Desktop.
Steps to import data:
Important: Exporting data is often used to save a copy of your file in your computer using another recognized application and do changes especially when you need to create a new file, transfer information or upgrade. You may need to create a backup copy of the file before following the steps to export.
You can export one of the following lists from QuickBooks Point of Sale for Desktop to MS Excel:
Steps to export data: