Step-by-Step: How to Import Transactions into QuickBooks
To import transactions into QuickBooks efficiently, first prepare your source file in CSV or Excel format. Then, use the import feature under the File menu to map each column properly. QuickBooks will preview data before importing, allowing you to make corrections. Once done, confirm and review all entries. This process is ideal for accountants or small businesses transitioning from manual bookkeeping or another software. Proper importation ensures smooth data management and reliable financial reports.