A Quick Guide on Importing Excel into QuickBooks – MMC Convert

A Quick Guide on Importing Excel into QuickBooks – MMC Convert Excel is undoubtedly one of the most widely used tools for effective data management. It has several pertinent features that help you in process and manipulate data on a huge scale. However, it is not very user-friendly.

QuickBooks, on the other hand, is an extremely intuitive and simpler application to use. In fact, several people import Excel into QuickBooks to leverage the easeof-use of the latter. This small guide will teach you how to import Excel into QuickBooks within a few minutes.

What Can You Import?

You can easily import the graphs, pie charts, bar charts, as well as the tabular data from Excel to QuickBooks. Excel offers you tonnes of different ways in which you can illustrate your data effectively. You can use these features to create infographic charts which can then be imported into QuickBooks for further processing.

Importing Data from Excel into QuickBooks – The Standard Way 1. Go to file menu in QuickBooks to access all the import and export options.

This menu will give you options to manipulate and save data effectively.

2. In the file menu go to utilities, then choose the import option and further choose Excel files. You can import data from other types of files too.

3. Now you can select the various parameters in which you wish to extract the data. Choose the relevant parameters according to your requirements and once you have finished this, click on Add My Data Now. 4. Once you click this option, all your data is automatically imported into QuickBooks.

Importing Data from Excel into QuickBooks – The Advanced Way This method can be used to extract Excel into QuickBooks for which you do not have a readymade Excel or a CSV file in the system.

1. Follow the first two steps from the initial process and when prompted choose Advanced Import.

2. After this, you get the option to set up the mapping process and how the data is imported into QuickBooks. The application offers various different options to organize and manage the data effectively.

You can easily add or edit multiple lists using the import feature too.

Transferring data without any prior experience is extremely risky. Without taking the right measures, you face the risk of losing pertinent data during the transfer process. In such cases, you should hire professional agencies like MMC Convert who can help you transfer Excel into QuickBooks in a seamless fashion.