[Hidden-tech] Quickbooks REPORT export/import

Scott Reed sreed at avacoda.com
Wed Jul 11 18:35:21 EDT 2012


Most reports aren't formatted to be importing but try this on the chance 
that they were:

 1. Make a backup copy of the company file (after you've set it up with
    the exact same accounts BHS used for your project).
 2. Save the Excel files in Text (Tab Delimted) ".txt" format. Change
    the extension of the exported files to ".iif".
 3. See what happens when you import them into Quickbooks.

If that doesn't work you can use the reports to set beginning balances 
for each account and move on.
Good luck,
   Scott

On 7/11/2012 3:43 PM, Stacy Kontrabecki wrote:
>     ** Be sure to fill out the survey/skills inventory in the member's area.
>     ** If you did, we all thank you.
>
>
>
>
> As a volunteer I run the Hilltown Legacy Tree Project for the Buckland 
> Historical Society. I want to start tracking my project's accounting 
> in my QuickBooks 2010 (Mac) program. BHS's accountant exported Reports 
> to Excel on my project's transactions from the master BHS Quickbooks 
> account.
>
> *I'm trying to find a way to Import the transactions detailed in these 
> several Excel spreadsheets to a new company I've made in my 
> QuickBooks. I don't see a way. *
>
> I can see that /Lists/ can import/export easily, but the only choice 
> for /Report/ export is Excel and there is no import option to get that 
> report detail in to the new company.
>
> Asking you first before I troll the Intuit lists for answers (ugh!). 
> Google top results didn't yield me anything helpful. You ALWAYS give 
> me good direction. Thanks HT!
> -- 
> Stacy Kontrabecki
> www.facebook.com/hilltownlegacytreeproject  
> www.HilltownLegacyTreeProject.org
> Buy/sponsor trees athttp://store.BucklandMassHistory.org
> trees at bucklandmasshistory.org  
> (413)625-9203
>
>
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