This review focuses on the basic steps to execute transaction imports:<\/p>\n
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- Save the excel file you want to import<\/li>\n
- Open the QuickBooks Chart of Accounts window. At the bottom of the Chart of Accounts window, click Account\u2192 Import from Excel.<\/li>\n
- Click Browse and locate the file that contains the accounts you want to import<\/li>\n
- In the \u201cChoose a sheet in this Excel workbook\u201d drop-down list, select the worksheet with the data and tick
\nif the file has a header.<\/li>\n - In the \u201cChoose a mapping\u201d drop-down list, pick < Add New >. In the Mappings dialog box that appears,
\ntype a name in the \u201cMapping name\u201d box, such as Imported Accounts.<\/li>\n - Select the Import type i.e Account; Customer; Items etc.<\/li>\n
- For each QuickBooks account field, click the cell in the corresponding<\/li>\n<\/ol>\n
\u201cImport data\u201d column and choose the matching spreadsheet header name or column.<\/p>\n
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- Click Save to continue process<\/li>\n
- Click on \u2018Mappings\u2026.\u2019 to open the mapping dialog box. Review your mappings, then click save.<\/li>\n
- Click \u2018Import\u2019 to create accounts from the imported data.<\/li>\n<\/ul>\n
In the next box, you have the option to run a backup of your company file before import. Click yes if you don\u2019t want to backup. When transactions are duplicated, a dialog box appears, make a selection then apply to all.<\/p>\n
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![\"\"](\"http:\/\/magnetgroupng.com\/Blog\/wp-content\/uploads\/2015\/07\/map1.png\")
<\/a><\/p>\n![\"\"](\"http:\/\/magnetgroupng.com\/Blog\/wp-content\/uploads\/2015\/07\/map2.png\")
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