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About mappings for an imported Excel or CSV file

About importing data from an Excel or CSV file

Mapping allows you to specify how you want the information in your Excel or CSV file to be imported into QuickBooks. You control how each column of information from your spreadsheet is brought into QuickBooks, using a one-to-one correlation.

You can create, edit, and delete mappings.

  • Creating a new mapping

    About importing data from an Excel or CSV file

    You set up an import by selecting an import file and mapping columns in the import file to fields of QuickBooks data. For example, you might map the Customer Name column in an import file to the Customer field in QuickBooks.

    To do this task
    1. If necessary, click the Set up Import tab.

    2. Select the Excel or CSV file you want to import.

    3. If you are importing an Excel file, specify which sheet in the Excel workbook contains the data you want to import.

    4. If the import file contains a header row that labels the contents of each column, select this data file has header rows.

      What does this option do?

      If you select this option, the labels in the header row (for example, first name, last name, and phone number) will be used to help you map columns in the file to the corresponding QuickBooks data fields. It will also ensure that the header row is not imported as data.

    5. Click the Choose a mapping drop-down list and then click Add New.

    6. Give your new mapping a name.

    7. Select an Import type.

      An Import type is a template that allows you to map QuickBooks fields to your import data. Here are the four different QuickBooks Import types and some of the fields available in each.

      Account

      Customer

      Vendor

      Items

      Number

      Job or Customer Name

      Name

      Type

      Name

      Opening Balance

      Account Type

      Name

      Description

      Company Name

      Account Number

      Description

      Bank Acct. No./Card No.

      Salutation

      Credit Limit

      Tax Code

      Opening Balance

      Contact

      Print on check as

      Income Account

      As of

      Phone

      Tax ID

      Expense Account

      Income Account

      Fax

      Vendor eligible for 1099

      On Hand

      Account is Inactive

      Email

      In Inactive

      Cost

      Remind me to order checks

      Billing Address 1

      Terms

      Preferred Vendor

    8. In the QuickBooks column, click to select the QuickBooks field you want to map.

    9. Click in the Import data column and choose the column in the Excel or CSV file to use for the selected QuickBooks field.

      Here's an example:

      Mapping to QuickBooks data

    10. Repeat this process until the mapping is complete.

    11. Click Save.

  • Editing an existing mapping

  • Deleting a mapping

KB ID# H_EXCEL_IMPORT_MAPPING
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