With QuickBooks, all you need to do is to import or export data. Planning a step ahead is always a good strategy. When it comes to business, you need to plan everything perfectly. Your data should be on tips, quick access should be there and it should be presentable as well. This combination of CSV files and QuickBooks will give you the best results. Import transactions from a CSV file Import CSV file in QuickBooks. In your business, there may come a period that you should redesign.