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Next, customize the list’s columns to match the columns within the Excel worksheet. All lists contain the “Name” column, which identifies items in the list. After selecting a list, the list’s columns appear at the bottom of the window. The information at the top of this window shows that to copy and paste list data from Excel into QuickBooks Pro is a three-step process.įirst, use the “List” drop-down at the top of the window to select the list into which you would like to copy the Excel data. Doing this then opens the “Add/Edit Multiple List Entries” window. To copy and paste list data from Excel into QuickBooks Pro, select “Lists| Add/Edit Multiple List Entries” from the Menu Bar. You can copy and paste list data from Excel into QuickBooks Pro to add it into the “Customers,” “Vendors,” “Service Items,” “Inventory Part,” and “Non-inventory Part” lists.
#COPY AND PASTE INTO EXCEL AND SEPARATE DATA HOW TO#
Overview of How to Copy and Paste List Data from Excel into QuickBooks Pro:Ī feature that improves the speed of company file creation is the ability to copy and paste list data from Excel into QuickBooks Pro.