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Importing qbo file into quickbooks 2016 for mac how to#
Importing qbo file into quickbooks 2016 for mac update#

We can import items to Excel for two reasons – to add new items, or to edit existing items.Įditing is fairly simple – if the value in the Item column matches an item in the item list, QuickBooks will import the changed values.

Your spreadsheet will look something like the following: Usually you will create a new Excel workbook – if you add to an existing one, the new export will usually be added in front of the highest numbered worksheet and will be assigned the name SheetX, where “X” should be the next highest number in that spreadsheet. Sometimes errors in your Windows Registry prevents QuickBooks from seeing Excel even if it is installed – if this happens, reinstall Excel and then this option should be available.įor the item list we don’t need any of the options on the Advanced tab, and you don’t need the explanation worksheet. In the Export window, if “csv” is the only option (the Excel options are “grayed out”), then you either do not have Excel installed, or QuickBooks can’t find Excel. Add a typical item of the type you want to add (such as, an inventory part) with the accounts set up appropriately, then export the list. I usually recommend starting with an export of the list, even if you are just going to import new items (rather than making changes to existing items), so that you can see how QuickBooks wants to set things up.

Review the error log, if one is generated.

Import the spreadsheet to the item list.

Map the columns of the spreadsheet with the fields in the item list.

Make a backup of your company file before importing!.

Edit the spreadsheet to add the information that we want to add or change.

Export the item list to Excel – this is useful in setting up a template for the spreadsheet we will import later.

Here is the general procedure that we will follow:

Importing qbo file into quickbooks 2016 for mac update#

Update September 29, 2010: See this article on Rapid Data Entry in QuickBooks 2010. This article was updated on April 14, 2009. Note that to be able to use Excel to import and export the item list you must have Excel installed in the same computer that you are using for QuickBooks. Instead, we’ll use the advanced import method – which is the method used in versions older than 2008. Starting in 2008 intuit added an “import wizard” that simplifies the import process, but this method is very restricted and can’t be used for all situations. I’m going to use Premier 2008 in my examples, but the approach I’ll use works for older versions as well.

Importing qbo file into quickbooks 2016 for mac how to#

Today I’m going to give you an overview of how to use Excel to manipulate the item list. There are a number of reasons why you may want to use Excel to import items to your item list in QuickBooks: Converting a list from another program, making copies of existing items, bulk addition of a new product line, and more.