Watch a 6-minute tutorial about adding data using formatted spreadsheets
If you prefer, you can copy and paste your data from Excel directly into QuickBooks.
When you use our formatted Excel spreadsheets to add your customer, vendor, or product data to QuickBooks, you perform 3 steps:
Select the type of data you want to add and copy it from your existing spreadsheet into the QuickBooks spreadsheet
Fix errors and add that copied data to your QuickBooks company file
Fix remaining errors and view your data in QuickBooks
What if my data isn't in an Excel spreadsheet?
QuickBooks will walk you through adding your data. Fields in the formatted spreadsheet are probably organized differently from the way you've organized the data in your spreadsheet, so it's important to follow the instructions carefully.
Go to the File menu, click Utilities, click Import, and then click Excel Files.
Make sure your existing Excel spreadsheet is open so that you can copy information from it into the QuickBooks spreadsheet and then click the links below for detailed instructions about performing each step.
Select the type of data you want to add
Add the data to your company file
Review the results of the data you added
Note: QuickBooks also provides an advanced import feature that uses data mapping. For detailed information, see About importing data from an Excel or CSV file.