To add your ready-made Excel spreadsheet, follow the steps below.
1) Click ‘File’ at the menu bar, select Utilities, Import, Excel Files
NOTE: An information message may display telling you about ‘Add/Edit Multiple Entries’.
Click No to continue using the Add your Excel Data to QuickBooks
2) ‘Add Your Excel Data to QuickBooks’ window below appears
NOTE: An information message may display telling you about not being able to undo this report.
You can back-up your company file before proceeding. CLICK YES
3) A Preformatted Spreadsheet appears.. This spreadsheet makes the date entries in QuickBooks easy.
Begin adding data to this sheet either by
i) Copying and pasting from an existing Excel sheet
ii) Manually type your data into the spreadsheet
After filling all the necessary information, click ‘Add My Data Now’. An information message appears; click ‘Save And Add My Data Now’
4) The ‘Add Your Excel Data to QuickBooks’ window below appears showing that your data has been added successfully. To view the Customers, Click the ‘View Customer List’
5) The Customer centre window.
The existing customers in the excel spreadsheet are added.
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