How to Make Invoices From Excel Into QuickBooks
By Mircea Gabriel Suciu
If the company you are running made the switch from Excel to QuickBooks to improve productivity, you can import all of your existing invoices into the new software, so you don't lose any important data. QuickBooks can import XLS, XLSX and CSV files from Microsoft Excel and will allow you to customize the process by choosing how to handle duplicate data or potential errors.
Click "Utilities" under the File menu, and select "Import" to open the File Import wizard.
Select "Excel Files," and click "Advanced Import." Select the file you wish to import into QuickBooks.
Click "Preferences." Select how the software should handle duplicate data and errors that may occur during the import process. For example, if you want to keep some duplicate entries, select "Prompt me and let me decide." Similarly, if you want QuickBooks to ignore the rows containing errors, such as invalid data, select "Do not import rows with errors."
Press "Preview" to display a preview of the imported invoice. Press "OK" and wait for the message confirming the import.
The process of importing invoices into QuickBooks is not reversible. You should therefore back up your company's data before proceeding.
The steps presented above apply to QuickBooks 2013 and may differ slightly or significantly with other versions of the product.
Based in Manchester, United Kingdom, Mircea Gabriel Suciu has been writing articles in the field of technology since 2010. He is currently pursuing a Master of Engineering degree in computer science from the University of Manchester.