How can I transfer my excel worksheet data in quickbooks purchase order if i need to make my life easy?

Question

I have Purchase order data in excel

Answer 1

Have you tried Copy and paste ? if that dont work i would think the next best thing would be creating a comma seperated values file which i believe should work

open the file -
in excel file menu select save as:
in the save as type select (CSV) delimited
select a location and name the file
hit save.
then go to quickbooks and try opening that CSV file you just created, and then save it. should work.


ps. this guy above me has it backwards same concept though, his instructions are to save a quickbook document into and excel spreadsheet.

Answer 2

I don't know anything about Quickbooks, but hopefully it will give you this capability:

Open your Quickbook document
Click File
click Save AS
click the down arrow next to the "filetype" box
see if you get the option to save to Excel
If not, see if you can save to a comma delimited file (CSV)
*****before you click o.k., pay attention to where the file will be saved and be sure to give it a name.

Now, open a new Excel document
click File
Open

Follow the prompts to tell Excel where the CSV file is located and its name
*****Be sure when you save the imported data you save it as an Excel file

I think you can take it from here.