how to import csv file into quickbooks desktop

You can convert an Excel worksheet to a text file by using the Save As command. For more information, see Convert numbers stored as text to numbers and Convert dates stored as text to dates. If Excel doesn't convert a particular column of data to the format that you want, then you can convert the data after you import it. Select Transform Data if you want to load the data to Power Query, and edit it before bringing it to Excel. You also have the choice of adding your data to the Data Model. Select Load if you want to load the data directly to a new worksheet.Īlternatively, select Load to if you want to load the data to a table, PivotTable/PivotChart, an existing/new Excel worksheet, or simply create a connection. In the preview dialog box, you have several options: In the Import Data dialog box, locate and double-click the text file that you want to import, and click Import. On the Data tab, in the Get & Transform Data group, click From Text/CSV. You can import data from a text file into an existing worksheet. Import a text file by connecting to it (Power Query)

How to import csv file into quickbooks desktop