Copy Excel data to the clipboard and paste into the Enter Batch Transactions dialog box.Select the desired transaction type and account.Launch Batch Enter Transactions from the Accountant Center or the Accountant menu.
4 Steps for using Batch Enter Transactionsįollow these steps in QuickBooks Desktop Accountant versions to use QuickBooks’ Batch Enter Transactions feature: You can use Batch Enter Transactions when adding transactions like checks, deposits, credit card charges or credits, bills and bill credits, and invoices and credit memos to QuickBooks data files. You can take 12 months of bank transaction data with hundreds or thousands of transactions, clean them up in Excel, and then copy and paste the data into QuickBooks. QuickBooks allows you to enter 1,000+ transactions in batches on a screen designed for power data entry by copying and pasting from Excel before saving the information all at once. With the Batch Enter Transactions feature, you can input data more efficiently by entering multiple transactions at once.