Learn how to Import excel file into QuickBooks Desktop Inventory and sales are tracked via the accounting tool Quickbooks Point of Sale for small businesses. In contrast to Microsoft Excel, which lets you build any type of accounting system from scratch, Intuit Quickbooks is specialized software meant to take the position of the cash register. Excel can be used to record inventory or client data, and Quickbooks can import this information into its own files. The tool generates a new spreadsheet from the one in the Excel workbook by applying the Excel data to its own standard fields. Follow the steps to Import excel file into QuickBooks Desktop:
1. From the Quickbooks menu bar, select "File." 2.Utilizing the drop-down menu, select "Utilities". 3.Launch the Data Import Wizard by clicking "Import," then click "Next." 4.Select the appropriate selection button based on the kind of data in the Excel spreadsheet. Inventory Items, Vendors, and Customers are the three options. Choose "Inventories Items" if the Excel spreadsheet, for instance, tracks inventory. 5.Press "Next." 6.Click the "Custom file" option button. Your versatility when converting spreadsheet headers to Quickbooks fields is increased by this option. Press "Next." 7.Select "Browse" Go to your Excel workbook and choose it. 8.Select the sheet you wish to import by selecting it from the drop-down box next to "Data is on sheet:." Select "Inventory" if your workbook has sheets with the labels "Inventory," "Sheet 2," and "Sheet 3." 9.Data starts on row: box: Enter a number here. If the first row of your Excel document has column headers, 10.To enter the Mappings dialog box, click the drop-down box next to "Choose file mapping:" and choose "". This box prompts you to select the corresponding fields from the Excel spreadsheet after listing potential fields for the Quickbooks spreadsheet. 11.In the "Import Data:" column, click the drop-down boxes to choose the fields to import from the Excel spreadsheet. For instance, the "Item Description" field in Quickbooks may match the "Desc" field in your Excel sheet.