Can You Mass Upload Orders in Quickbooks

The reply is "maybe"; let'due south break down the different situations first.

Note: before reading this commodity, if y'all are looking for QuickBooks Online, this article is better for that

Importing list entries (not transactions) into QuickBooks Desktop

All versions of QuickBooks Desktop (Pro, Premier, Accountant, and Enterprise) have built-in functionality to import into QuickBooks the following lists:

• Client Listing*
• Vendor List*
• Item List* (Products and Services)
• Business relationship List* (Chart of Accounts)

All of these tools are in-production, with menus that guide you through the mapping process.
*If the name/list entry is being created for the commencement time, information technology is possible to import a kickoff residual every bit well as of a specific date, and that volition create a journal entry with that first balance adjustment against an "Opening Residual Disinterestedness" account.

Additionally, you could use an IIF** file to import those same types mentioned above and too the following list types:

• Other Names List
• Employee List
• Shipping Method
• Sales Tax Codes
• Classes
• Payment Terms
• Customer Messages
• Sales Rep
• Job Blazon
• Payment Method
• Budgets
• Price Levels

IIF is also valuable to brand UPDATES to existing lists, which is very useful for Customer, Vendors, Accounts, and Items; which can be imported/updated via IIF also.  Yous can download the Import kit from Intuit here

Note: if it is NOT on this list, you lot cannot import with IIF, you may need a 3rd party tool like TPI, Zed Axis, and/or SAASANT.

Importing Transactions into QuickBooks Desktop

If you have QuickBooks Desktop Accountant or QuickBooks Desktop Enterprise editions, there are some built-in features to import transactions of these types:

• Invoices & Credit Memos
• Bills & Vendor Credits
• Checks (or Bank Debits)
• Deposits
• Credit Card Charges and Credit Card Credits

The caveat on these, is that it can only import single-line transactions (so an invoice with ii or more items cannot be imported); same issue with checks that would have separate expense categories, cannot be done with the built-in tool.

IIF files could come up to the rescue, the following transaction types could exist imported via IIF import:

• Bill
• Bill Payment
• Pecker Credit
• Sales Receipt
• Check
• Credit Card Refund
• Credit memo
• Client Payment
• DepositEstimate
• Invoice
• Particular Receipt
• General Journal Entry
• Buy Order
• Sales Tax Payment
• Statement Accuse
• Transfer
• Inventory Qty/Value Adjustment
• Timer Activity (Timesheet)

Annotation: Sales Orders are Non Supported via IIF

Then the original question was: Practice I need a 3rd party tool to import transactions from excel into QuickBooks Desktop like: SaasAnt, TPI, or Zed Axis?

Well, primarily, if you demand multiple lines, you need IIF or a 3rd political party programme, menstruation!  If the listing type and transaction type listed above is in the IIF kit, and you exercise not mind finagling with an IIF file to go far fir the formatting from your original data, then the answer is no.  However. that might testify to be a huge pain in the butt, and I personally prefer to avoid wasting time with IIF files, unless it is something simple, so I resort to my favorite importing app: SaasAnt Transactions for QuickBooks Desktop , it is a $100 a twelvemonth software and information technology allows to import all the post-obit:

• Invoice
• Receive Payment
• Estimate
• Credit Memo
• Sales Receipt
• Sales Guild
• Statement Accuse
• Refund Receipt
• Check
• Pecker
• Bill Payment
• Purchase Lodge
• Item Receipt
• Particular Receipt With Neb
• Credit Card Charge
• Credit Card Credit
• Journal Entry
• Time Tracking
• Eolith
• Transfer
• Bank Statement
• Credit Carte du jour Statement
• Inventory Adjustment
• Inventory Transfer
• Vehicle Mileage
• Chart Of Accounts
• Customer
• Vendor
• Employee
• Location
• Item
• Item Discount
• Item Payment
• Inventory Detail
• Inventory Assembly
• Fixed Nugget
• Item Grouping
• Price Level
• Other Name
• Sales Tax
• Sales Tax Grouping
• Grade

Their sample/template in excel, will show you all the fields bachelor for importing into.  SAASANT tin can too practise transactions exports and batch delete.  Information technology too has lower upfront toll ($100), BUT afterward two years it it technically more costly, because its almanac subscription.  I do notice that most import projects are one-fourth dimension anyway.  To also be off-white to its competitors (which I also have licenses for) it is worth mentioning these ii:

• Transaction Pro Importer 7.0: It is a one-time fee of $249, information technology tin simply practice importing functions.  Needs to be updated every few years to back up latest version of QB
• Zed Axis Importer v13: It is a former fee of $195; and Information technology can do Import, Export, and Delete all within the aforementioned plan!  It tin also exercise import-only into QuickBooks Online.

**IIF Files are very tricky to put together, you can download Intuit'south old (and unsupported) IIF kit to figure information technology out. Nosotros do offer some easier to use macros and templates for IIF importing too

If you demand assistance importing lists or transactions into QuickBooks, email us: hector@qbkaccounting.com for a quote.

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Source: https://qbkaccounting.com/do-i-need-a-3rd-party-tool-to-import-transactions-from-excel-into-quickbooks-desktop/

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