There also are a few other Excel related imports scattered about in the program where you can copy/paste Excel info into a grid, such as Add/Edit Multiple List Entries and the Lead import found in the Lead Center. See my article on importing inventory records for an example. Excel file import: This is also found in File/Utilities/Import, and it is limited to just importing customer, vendor and item records.This is an older format (see my older article on IIF). Intuit hasn’t been updating this for many years, and it isn’t always reliable. IIF file import: This is an older format, accessed via the File/Utilities/Import/.There are really only four ways to import data: That means that you can only use a limited number of methods to import data, and all are controlled by Intuit.
Let’s take a look at this important tool.
One of the best tools that I’ve found over the years is the Transaction Pro Importer from Baystate Consulting. Importing information into QuickBooks can be a difficult chore, but it is a task that many people need to perform.
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