How to Import Excel Files Into QuickBooks

Rather than copying and pasting large amounts of data from a Microsoft Excel worksheet into QuickBooks, use QuickBooks' Import option. You will have to map the worksheet columns to the appropriate QuickBook headings, but the process should only take a minute or two. QuickBooks gives you a preview of the mappings you selected before finishing the import process.

How to Import Excel Files Into QuickBooks
How to Import Excel Files Into QuickBooks
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Save your Excel file or spreadsheet in XLS or XLSX file format or extension.

Open your QuickBooks data file.

Make a backup of your data so that you would not lose important data should the import doesn't work properly. This is best practice each time you work on any data.

Click the QuickBooks "File" menu, select "Utilities," then "Import" and then "Excel Files."

Select your XLS file. Select the "Choose a sheet in this Excel workbook" drop-down menu and select "Accounts."

Click the "Mappings" button. Type a mapping name such as "Map QB Headers to XLS Columns." Click "Import Type" and select "Account." Select the blank row beneath the Import Data column heading to see all of the Excel file columns.

Click on the names to choose the fields you wish your data to be imported into. A pull-down menu will appear beside each name under the "Import Data" column where you will choose the Excel column designation where the data resides in Excel. Click "Save." At this point, you are back to the "Import a File" window.

Go to the "Preferences" tab and choose the applicable options to your import. Use the "Preview" option to ensure your Excel columns have been mapped correctly to QuickBooks.

Click on "Import" when everything looks fine.