Quick Answer: How Do I Import A Customer List Into QuickBooks Desktop?

How do I transfer a customer list in QuickBooks?

Export the major lists (Item, Customers, Vendors) one at a time to prevent issues caused by exporting very long lists.From the QuickBooks File menu, select Utilities > Export > Lists to IIF Files.Select the list you want to export and click OK.Browse the location where you want to save your file and click Save..

How do I export a customer list in QuickBooks?

Export customer data from the Reports pageFrom the left menu, select Reports.Go to Sales and Customers section.Select Customer Contact List. Note: You can modify this report by selecting the three vertical dots (⋮) icon, then Customize. … Select the Export icon next to the Print icon, then choose Export to Excel.

How do I export a vendor list from QuickBooks desktop?

Here are the easy steps:Click Reports.In the Go to report field, type Vendor Contact List.Click Customize, and the Rows/Columns arrow.Check the boxes that you want to include in the report.Click Run report.Click the Export icon beside the Gear icon in the report.Select Export to Excel.

How do I find the number of customers in QuickBooks desktop?

Select Sales from the left menu. Select Customers at the top. To change the number of rows shown on the list, select the Gear icon above the Action column, then select the Rows drop-down. To see the total customer count, scroll to the bottom of the Customers screen.

How do I find customer list in QuickBooks?

You can export a customer list from the Customer Center in the main QuickBooks menu.Launch QuickBooks.Click “Customer Center” in the main menu to open the customer list.Click to display the customers that you want to include the list. … Click the “View” down-arrow button to display a list of filters.More items…

How do I rearrange chart of accounts in QuickBooks desktop?

Here’s how:At the top menu, select Lists.Select Chart of Accounts.Highlight the account you want to move.Using the left mouse button, press and hold the account and drag it to the desired place.

How do I import a CSV file into QuickBooks desktop?

How to upload excel data file or csv file into QuickBooks Pro ?Open the file download window for the toolkit.Click Save.Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.Select Browse.Choose the folder where you want to install the toolkit, then OK.More items…•

Can I import transactions into QuickBooks online?

In QuickBooks Online, go to the Banking menu or Transactions menu. Then select the Banking tab. Select the blue tile for the account you want to upload the transactions into. Select the Update ▼ and then File upload.

Can you import data into QuickBooks online?

Import your products and services In QuickBooks Online, select Settings ⚙ then select Import Data. Select Products and Services. On the Import products and services page, select Browse. Tip: If you need help formatting your list, select Download a sample file.

How do I add a second company to QuickBooks desktop?

Here’s how:Open QuickBooks and click File on the top menu bar.Select New Company from the drop-down list, and click Express Start.Enter the new company’s name, address and contact information in the appropriate fields, and click Create Company.Repeat the process to set up other companies.

Is there a way to merge two QuickBooks files?

At this time, merging company files in QuickBooks Desktop isn’t possible. However, if you’re trying to combine reports from two company data files, QuickBooks Desktop Enterprise has a built-in feature that allows you to merge reports from multiple company files.

Can you export transactions from one QuickBooks file to another?

Yes, there’s no merge in QB. But you can copy transactions from one file to another using our BRC Transaction Copier . It will help you pull copies of transactions from one QB file and create a file you can import into another QB company file.

How do I create a chart of accounts in QuickBooks desktop?

Here’s how:Click the Gear icon and select Chart of Accounts.Select New in the top right corner.Click on the Account Type drop-down to select the account type.Select the Detail Type to specify the type of account that you want to add.Enter the name of the account in the Name field.More items…•

What type of files can be imported into QuickBooks?

You can import things like your bank transactions, accountant’s changes, general journal entries, and batch transactions. You can also import your customers and vendors. You can export reports, general journal entries, and customer and vendor lists.

Can you import chart of accounts into QuickBooks desktop?

You export the Chart of Accounts to Excel and remove/add accounts, then import the Excel file into QuickBooks Desktop.

How do I import expenses into QuickBooks desktop?

To do that, hit the gear icon on your QuickBooks dashboard. Then, select Import Data and choose Customers or Vendors. Select Browse, and when the list of files pops up, choose the Excel file you just saved. Then, select Open, hit Next, adjust data as needed, and finally hit Import.

How do I download chart of accounts in QuickBooks desktop?

From the menu bar at the top, select File > Utilities > Export > Lists to IFF Files.An export pop-up window containing a checkbox list will display. Select Chart of Accounts from the list.A Save as dialog box will open. … From QuickBooks Online: … Commonly Asked Questions: