- Go to File > Utilities > Import > choose Excel Files, then the following “Add Your Excel Data to QuickBooks” window will pop up.
- Select the type of data you want to import into QuickBooks from either Customers, Vendors, or Products I Sell. For this example, let’s select Products I Sell, then an Excel worksheet will appear:
The template helps you every step of the way. In the screen shot above, the blue colour rectangle ask you to copy your products’ name data into column B, starting with row 8. Once you finish populating it, it will ask you to copy your products’ description in the Description field (column C, starting with row 8), and so on.
If you make a mistake, the template will ask you to Fix it by highlighting it with yellow colour. Once none of the data are yellow, you need to save the worksheet.
- Once all data are in order, you can Add to QuickBooks; QuickBooks will resume the importing process and when there is no error, voila … there will be green checkmarks on the left of blue step 1,2, & 3, a successful import.
You then can check the data you just imported by clicking View Item List button which brings you to the Item List window; or Close button which closes the window, then you have to open Item List (or Customers/Vendors if you import Customers/Vendors data).
