How to convert transactions from Excel to QuickBooks?
1. Generate an exportable report in Excel: Ensure that your report is exportable with columns containing transactions that you would like to import.
2. Download the QuickBooks Excel Import Template: Download the Excel Import Template from QuickBooks and save it to your computer.
3. Map columns in the Excel template to their corresponding fields in QuickBooks: Map the columns in your Excel report to the columns in the QuickBooks Excel Import Template by copying the corresponding data from Excel to the template.
4. Import the Excel template into QuickBooks: Open QuickBooks and choose File > Utilities > Import > Excel Files and select the Excel template you saved to your computer.
5. Review the import information and select the appropriate account: Review the import information to make sure all the data is accurate, then select the account you want the transactions to fall under.
6. Confirm the import: Complete the import process and QuickBooks will automatically generate the transactions in the selected account.
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