Click "File" from the Quickbooks menu bar. Click "Utilities" from the drop-down menu. Click "Import" to launch the Data Import Wizard and click "Next." Click the option button that corresponds ...

Open the Excel file that you wish to export into your CRM. Format your file for importing into your CRM. The exact specifications for formatting will differ according to your CRM program, but in ...

Improved Data Import: Based on the conclusion that most users import data from Excel, Intuit redesigned the QuickBooks interface to look and work more like the Microsoft application. Users can now ...

Intuit announced a new integration with Amazon Business that aims to make it easier for SMBs to import purchase and reconciliation data into QuickBooks. Written by Natalie Gagliordi, Contributor ...