How to Import and Export CSV files in QuickBooks Desktop




If you are using QuickBooks accounting software then you should be aware that there are multiple ways to import and export data in QuickBooks software and that’s why it is one of the best and most used accounting software in the world. In this article, we are going to show you how to import and export CSV files in QuickBooks Desktop.

CSV files contain data in the tabular form with (.csv) file extension. Fields are separated by the comma and that makes then compatible with any other spreadsheet program like Microsoft Excel or Google Spreadsheet. But if you want then you can also create and edit a CSV file with the text editors like Notepad.

Import CSV file

In order to import data in the CSV files then first you have to install the QuickBooks import Excel and CSV toolkit. The downloaded toolkit contains the following items.

  • Manual for importing from Excel and CSV: The manual is going to be PDF format with instructions for import, keynotes, and other best practices that can assist you.
  • CSV Examples Folder: In this folder, you’ll get 4 sample CSV files, one for each type of list.
  • XLS Example Folder: This folder contains a sample Excel file that includes 4 worksheets within, one for each type of list.
  • Allowed fields: This is a manual that explains what fields are available for Excel and CSV import.

Follow the steps to install the QuickBooks Import Excel and CSV Toolkit

  • First, download QuickBooks Import Excel and CSV Toolkit file from the official Intuit QuickBooks website. Save it on your computer.
  • It is recommended to save the file on your computer’s desktop page.
  • After that, you need to extract the file. For this, double-click on the QuickBooks_Import_Excel_and_CSV_toolkit.exe on your Windows desktop. By doing this, the WinZip File extractor window will open.
  • In the next window, click on the Browse button and then select a location on your computer where you want to install the program and then select OK.
  • After that, you need to extract the files, for this click on the Unzip button and when the files are extracted completely click on the Close button to close the WinZip Self-Extractor window.
  • At last, you need to open the QuickBooks Import Excel and CSV Toolkit folder. You can find it at the location you selected in step 4.

Export CSV Files

If you don’t want to use Microsoft Excel on your computer but instead you can use CSV files for exporting a list. You can also use this if you want to view and edit in different formats.

Customer and Vendors

  • First, go to the top menu bar and then open the Customer/Vendor Centre.
  • After that, click on the Excel drop-down menu and then select any one of the following options.
    • Select Export Customer/Vendor list option if you want to export data like name, contact information, and balances.
    • Select Export Transactions option if you want to export transactions. From here, you can either transfer according to name or by the transaction type.
  • Now in the export window, you need to select the Create a comma-separated values (.csv) file option.
  • Next, click on the Export button.
  • After that, you need to select a location on your computer to export files and then give an appropriate name to the file.
  • At last, you can open the file and edit it as per your requirements.

Items

  • From the top menu bar, click on the List menu and then select the Item List option.
  • Then, click on the Excel drop-down menu and select the Export all items option.
  • Now in the export window, you need to select the Create a comma-separated values (.csv) file option.
  • Next, click on the Export button.
  • After that, you need to select a location on your computer to export files and then give an appropriate name to the file.
  • At last, you can open the file and edit it as per your requirements.

Reports

  • First of all, open the report that you wish to export.
  • At the top of the report, click on the Export drop-down menu.
  • From the drop-down menu, select the Create New Worksheet option.
  • Now a window named Send Report to Excel will open, you need to select the Create a comma-separated values (.csv) file option.
  • Next, click on the Export button.
  • After that, you need to select a location on your computer to export files and then give an appropriate name to the file.
  • At last, you can open the file and edit it as per your requirements.

The Bottom Line

Above in this article, we have discussed how to import and export CSV files in QuickBooks Desktop with the help of QuickBooks Import Excel and CSV toolkit. This article can be proven for those who want to view and edit their files in different formats other than excel. You can even use Notepad if you want to edit a CSV file.

So, if you face any issue related to importing and exporting CSV files or if you have any queries related to the QuickBooks software then you should have assistance from our team of Intuit Certified QuickBooks ProAdvisors. We assure you that you won’t be disappointed with our service. For more information call us at our 24/7 toll-free customer support number +1-855-441-4417.

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