Importing List Data Into QuickBooks Desktop [Advanced]

Data Conversion: Importing Customer List, Vendor List,  and Open Summary Balances to QuickBooks

Course Overview

In this course, we will be demonstrating options for getting data into QuickBooks Desktop software (QuickBooks Pro, Premier, and Enterprise).  We will also look at sample data from outside sources and how we can use excel to clean the data in preparation for importing it into QuickBooks. If you have ever wanted to learn how to do QuickBooks data conversions, this is a first step in that direction.

  • CPE Credit: 5.5
  • Intuit ACE Credit: 5.5
  • Field of Study: Computer Science & Applications
  • Delivery Method: QAS Self Study
  • Languages: English
  • Lessons: 11
  • Length: 3.26 hours
  • Skill Level: Advanced
  • Content Review Date: 6/19/17 (Date this course content was last reviewed and updated)

This is an Advanced course. 5+ years of QuickBooks desktop experience is required. There is no advanced preparation needed.

Learning Objectives

  • Differentiate between the 4 options and their format when importing lists into QuickBooks
  • Identify 6 Excel functions to assist in quickly cleaning up raw data in preparation for importing to QuickBooks

Assessment Grading Policy
This course has an assessment which must be passed with a score of 80% or higher in order to receive CPE credit.  The participant is notified of the score immediately upon submitting the assessment answers.  You may re-take the quiz an unlimited amount of times.

Course Expiration Date
Access to this course expires 1 year (365 days) from the original purchase date. To view your course expiration date, go to My Account > Orders. Click the View button next to the order containing the course(s) you purchased and reference the order purchase date.

Getting Started
For information on how to navigate our online course, we recommend watching our Getting Started video here.

NASBA Affiliation
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. Adams QB Inc DBA Fourlane is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: National Registry of CPE Sponsors ID Number: 112436.

For more information regarding refund, complaint and program cancellation policies, please email us at


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.