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Basic Import

The Basic Import Excel Customization makes it simple to import the following records into QuickBooks Desktop directly from Excel

  • Account

  • Customer

  • Class

  • Employee

  • Other Name

  • Sales Rep

  • Vehicle

  • Vendor

This Excel Customization is FREE, follow the link below


  • Windows OS

  • QuickBooks Desktop version 2015 or later is required for importing Employee records, all other records require QuickBooks Desktop 2010 or later

  • Microsoft Excel 2013 or later, 32-bit

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