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Thread: Can you upload info from Excel to QB Pro?

  1. #1
    Getting feet wet JoeTheCPA will become famous soon enough
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    Default Can you upload info from Excel to QB Pro?

    Is it possible to prepare an excel spreadsheet with bill payment information then upload that to QB Pro to print checks? I know you can export from QB to Excel, but I have never tried to import info.

    Thanks!

  2. #2
    Getting feet wet flexdeck will become famous soon enough
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    I know you can import checks, and to have QuickBooks see them for printing just put "To Print" in the check number field. As for importing them as bill payments similar to what you would do through the accounts payable screens I don't think that you can. The matching of bills with their payments is done internally in QuickBooks and that match is an attribute that can't be imported.

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    Administrator ZahiD is a jewel in the rough ZahiD's Avatar
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    You'll need a 3rd party application to do it. Check out www.q2q.us, www.bigredconsulting.com or Transactions Pro from BayState Consulting. Pricey but worth the money...
    zahid

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  4. #4
    Getting feet wet JoeTheCPA will become famous soon enough
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    Thanks everyone for quick response...

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    n00b Lizabeth A Finley is on a distinguished road
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    Quote Originally Posted by ZahiD View Post
    You'll need a 3rd party application to do it. Check out www.q2q.us, www.bigredconsulting.com or Transactions Pro from BayState Consulting. Pricey but worth the money...
    It might be possible But it need to change format to csv there..
    Have a QuickBooks Accounting Software question or problem? Free Accounting Software to other users?

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    Moderator Helse is on a distinguished road Helse's Avatar
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    Export Excel in .csv (comma delimited) or space delineated.

    Excel 2000; 2003

    File > Save as > CSV (comma delimited)



    Excel 2007:
    Save as > other formats > select comma delineated in format drop down

    Import via Import Data regimen. Outlook allows mapping fields (ex.: Customer name and information) with import function in .csv format.


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    n00b theqbdeveloper is on a distinguished road theqbdeveloper's Avatar
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    Depending on what you want to import, you may need a custom program to do the importation for you. It's handy and can worth the money if you need to repeat the operation over time.

    Hope it helps.

    Patrice
    www.theqbdeveloper.com - Custom Development Service for QuickBooks

  8. #8
    Moderator Helse is on a distinguished road Helse's Avatar
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    Default How To Import Excel to MS Accounting Pro 2009

    Import Excel to QB or MS Accounting Pro 2009

    MS Accounting Pro 2009: File>Import Excel Data





    MS Accounting Export to Excel

    Last edited by Helse; 05-10-2009 at 05:31 AM.
    http://www.accountingblock.com/avatars/helse.gif?type=sigpic&dateline=1271928550

  9. #9
    n00b petervd is on a distinguished road
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    Default Import

    Yes you can,you first have to export it out excel and then the trick is to get it int the right format for quickbooks able to import it. www.accountantfinder.co.za

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