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arkvalleyinfo
December 18, 2018
Question

Where is the file menu?

  • December 18, 2018
  • 2 replies
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Original commenter did not share additional details

2 replies

MichaelDL
MichaelDL
December 18, 2018

Greetings, @arkvalleyinfo.

 

I'll be more than happy to help you find the menu you're looking for. I see you've tagged your question as QuickBooks Online, but currently, only the Desktop has an explicit File menu. Can you clarify what you're looking for in your Online company? Most company settings are controlled from the Gear icon (⚙) > Account and Settings.

 

Please be sure to let me know the specific purpose you're looking for and I'll be more than happy to help you accomplish it. Thanks for dropping in, I look forward to hearing from you.

S
sculpinfish
December 21, 2018

I am looking to import an excel file and direction is 'Go to File menu > Utilities > Import > Excel Files'

MichaelDL
MichaelDL
December 24, 2018

Ask and you shall receive, @sculpinfish.

 

The instructions you've described above are specifically for the Desktop version of QuickBooks, since this thread is discussing QuickBooks Online, I assume you need the steps to Import an Excel file there. You can accomplish this like so:

 

Importing list items with Excel files

  1. From QuickBooks Online, click the Gear icon (⚙) and select Import Data.
  2. Select the type of information you'll be importing. This can include: Bank Data, Customers, Vendors, Ledger Accounts, Products/Services.
  3. Follow the on-screen instructions to map and upload your data.

Doing this enables you to add information to your QuickBooks in bulk with a few easy steps. These steps are also available from the corresponding guides I'm including below, as well as the brief video demonstration of the upload screen for Bank Data:

 

With this information, you'll be importing those Excel files in no time. Please keep in touch with me here should you need any further assistance, the Community always has your back. Thanks for reaching out, wishing you a very merry holiday season.

T
tilelectric
March 3, 2020

Occasionally when I write a check in QB Online it doesn't show in my P&L

MorganB
MorganB
March 3, 2020

Welcome to the Community, tilelectric.

 

I want to make sure you're able to see the correct transactions on your Profit and Loss Report.

 

The checks not appearing on the report may be due to the accounting basis that has been selected. Whether it be accrual or cash basis, I'd double-check this first to make sure the one selected matches your preferred accounting setup.

 

I've got a detailed article for you that offers even more helpful info. You can check it out by clicking this link: Why are my income and expense transactions missing from my Profit and Loss report?

 

Feel free to comment below if you have any other questions.

 

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