how to import csv file into quickbooks desktop 2019

The imported record will overwrite the existing record.Ĩ. This only applies if you are importing Payments, Payroll, or Receipts transactions. Select the Warn if Duplicate Reference check box if you want to be warned of duplicate check numbers or receipt reference numbers during the import process.

When you are finished with the Fields tab, select the Options tab.ħ. This will place the field you moved just above where you clicked. Click the row just beneath where you want to move the field. If any fields listed are not in the correct order, then highlight the first field you want to move, and select the Move button. The import will fail if the fields in the file you are importing do not exactly match the order and number of the fields checked to show on in Sage 50.ĥ. NOTE: To ensure that you select the same fields that are included in your import file, make sure that you select the same number of fields and place them in the same order as they appear in the import file. Select the Show check box for each field that is included in your import file. Sage 50 displays the window for the import template you selected with the Fields tab in front.Ĥ.

Select the program area and then the template to use.ģ. From the File menu, choose Select Import/Export which displays the Select Import/Export window.Ģ. For example, you cannot import the Sales Receipt Journal if you have not imported the Chart of Accounts or Customer List yet.įollow these instructions to import data:ġ. Some files contain data that must exist in the system before certain other data can be imported. Please note that the order in which you import data to Sage 50 is very important.

How to import csv file into quickbooks desktop 2019