IMPORT EXCEL SPREADSHEET INTO QUICKBOOKS FOR MAC CODE

The date format used here must be the same as the Date Format specified in the File Information section, for example, dd/mm/yyyy.Īdditional Delivery Address 1 Postal Code – Line 5Īdditional Delivery Address 2 Postal Code – Line 5Īdditional Delivery Address 3 Postal Code – Line 5 Accounting will create the category if it does not exist. The following table contains the customer mapping fields: Customer Fields

If your data file does not contain headings, leave the box unticked.

If your data file contains column headings, check the My CSV import file contains column headings check box.

In the Save as type field, select the.

In the File Name field, enter the name of your data file.

If you are not using Microsoft Excel, please refer to the Help file of your Spreadsheet application for accurate steps to save data in. The process using Microsoft Excel is described here.

Open the data you wish to import in a Spreadsheet application, for example Microsoft Excel.

This file must be in a comma separated values (.csv) file format.

In the CSV Import File field, click on the Browse button to find your file that you want to import.

Accounting will convert the dates to the date format of your company, once it is imported.

In the CSV File Date Format field, select the way your dates display in your file you are about to import.

It is very important to select the correct type of data because if you select the incorrect type you might end up corrupting your data.

Select the type of data that you want to import into your Accounting company.

To import data, follow the next few steps:

Import excel spreadsheet into quickbooks for mac