PRO TIMER QUICKBOOKS HOW TO

In the first cell in the blank row above each block of information, enter one of the keywords shown in this table.Insert a blank row of cells to separate the blocks.įor example, if you have a list of customers and a list of vendors, all the customer data should be in one block and all the vendor information should be in another block. The blocks should follow each other vertically. If it contains more than one type of list-or a mixture of lists, budgets, and transactions-make sure that each type of information has its own block in the spreadsheet. Check the structure of the spreadsheet.Move the contents of all the cells down by one row so that the first row is blank.Move the contents of all the cells in your spreadsheet one column to the right so that the first column is blank.Open the spreadsheet that contains the data.If you don’t already have a QuickBooks company, you can export lists from the sample data (sample_product-based business.qbw or sample_service-based business.qbw).

The easiest way to see and understand the format QuickBooks needs to import data is to export some of your QuickBooks lists to IIF files and view the resulting file in a spreadsheet. If you already have a correctly formatted IIF file, go directly to step 10 below. When formatting the IIF files, you may want to refer to the Reference Guide to Import Files. Using an IIF file, you can import information for your QuickBooks lists, budgets, and transactions.

PRO TIMER QUICKBOOKS HOW TO

This topic describes how to format information in a spreadsheet and save it as an import (IIF) file that QuickBooks can read.

If you’ve been using another financial software product, and you’d like to import information from that product into QuickBooks, you can do so if the product allows you to export to a spreadsheet or text file.

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