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Find the formatted spreadsheet you saved

When you add data to QuickBooks using our formatted spreadsheets, by default QuickBooks saves the resulting files using the following filenames to the My Documents folder:

Default filenames:

  • Customers: Import_Customers1.xls

  • Vendors: Import_Vendors1.xls

  • Products: Import_Products1.xls

  • Error files: Import_(data type)1-Errors.xls

Default folder location when saving:

  • My Documents

If you can't find your saved spreadsheet:

  • Browse to your My Documents folder and look for the filenames listed above.

    Note: If you changed the filename or location when you saved the spreadsheet, look for that filename or folder when prompted to locate your spreadsheet.

    To open My Documents, click the Start button and look for the shortcut for My Documents. You can also return to the add data wizard, click the Browse button in step 2 and when the Open Microsoft Excel File window opens, click the My Documents shortcut in the left panel of the window. Show me

  • Search for the default filename:

    Using Windows XP

    1. Go to the Start button and click Search (and then click For Files or Folders if using the Classic interface). The Search Results window opens.

    2. Click All files and folders in the What do you want to search for? section.

    3. In the All or part of the file name field, one of the default file names listed above, depending on the type of information you saved.

    4. Click the Look in drop-down arrow and click Local Hard Drives (C:).

    5. Click Search.

      Search results appear on the right side of the Search Results window. The file's location appears in the In Folder column.

    Using Vista

    1. Go to the Start button and click Search.

    2. Enter one of the default file names listed above, depending on the type of information you saved. Windows Vista begins your search when you start typing.

    3. When your search results appear, review the path listed in the Folder column for the location of the file.

    When your file is found, make a note of the location so you can use that location when browsing for the file in step 2 of the wizard.

KB ID# H_DATA_IN_SAVE_TEMPLATE
12/7/2016 6:07:05 PM
QYPPRDQBKSWS03 9138 Pro 2017 361eb4