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How to import transactions into QuickBooks 2021 Desktop from Excel

You can import transactions into QuickBooks 2021 from Excel. Follow these steps to understand the process involved and better understand the advantages and limitations.

QuickBooks Accountant Batch Enter Transactions grid

Import transactions using the QuickBooks 2021 Accountant Batch Entry feature

Follow these steps:

  1. Open your QuickBooks 2021 Auditor company file
  2. Select the menu Accountant > Batch Enter Transactions... you lot will run into the grid entry screen
    3. QuickBooks 2021 Accountant Batch Enter Transactions grid
  3. Cull from the Transaction Type option the type of transaction you want to import, y'all take the pick to import Checks, Deposits, Credit Card Charges and Credits, Bills and Beak Credits, and Invoices and Credit Memos.
  4. Open the Excel spreadsheet that contains the transactions you wish to batch enter into QuickBooks and select the rows, right mouse click and select Copy. Note the columns in the Excel spreadsheet need to match the order shown in the QuickBooks register
    5. Excel sheet for QuickBooks 2021 Accountant Batch Entry
  5. In the Batch Entry register click into the first cell and using the right click menu select Paste
  6. In one case the information is entered QuickBooks will validate for unmatched recoreds will be highlighted in red, you can then select QuickAdd or Ready and they volition be added
  7. If required you tin can cull to split up lines, highlight the row and click the Split button and enter the Split details.
    8. Split Invoice import into QuickBooks Accountant
  8. When all the batch data has been entered click Save Transactions button, and the transactions will be imported in batch into QuickBooks desktop and a summary will be displayed.

Advantages vs Disadvantages

Gratuitous and part of QuickBooks

The Batch Entry feature is included as a standard characteristic in the QuickBooks Accountant edition and has no restriction on how many rows y'all can import or how many company files you can utilise it with.

Supports common transactions types

The feature supports the nearly popular types of transactions that you come beyond such as Checks, Deposits, Credit Card Charges and Credits, Bills, Beak Credits, Invoices and Credit Memos

Smart features

The feature will validate data prior to import and volition QuickAdd new Customers or Vendors that are not institute in QuickBooks.

Merely available in the expensive Accountants edition

The Batch Entry feature is but available in the QuickBooks 2021 Accountants edition which costs $349 per year. As opposed to QuickBooks 2021 Pro starting price of $299.95 i time fee.

Does not back up all transaction and list types

Only limited to the nearly common types of transactions merely is missing Journal Entries, Timesheets, Sales Orders, Buy orders etc.

Powerful advanced import features

Limited in the extent of fourth dimension saving features available.

A demo of QuickBooks 2021 Batch Enter

Burdensome a data entry crisis with Zed Axis

Import transactions using a third party utility

It is also possible to import transactions into QuickBooks desktop using 3rd political party applications. These application brand use of a freely available QuickBooks software deveopers kit (SDK). Zed Centrality is a popular data import utility that has addressed the limitations of the Batch Entry characteristic and has distinct advantages when it come importing transactions into QuickBooks from Excel