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gracewang
August 7, 2020
Question

How to import customer's payments xls file into QBO?

  • August 7, 2020
  • 2 replies
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2 replies

AlexV
AlexV
August 7, 2020

Hello there, gracewang.

 

Welcome to QuickBooks Community!

 

One of the best features of QuickBooks Online is that we can import data or files. However, please note that we only support CSV, QFX, QBO, OFX file formats. You'll want to convert your XLS to any of our supported file formats.

 

Then, here's how to import bank transactions. 

 

Post again here if you have more questions related to this. Have a great day!

Fiat Lux - ASIA
Fiat Lux - ASIA
August 7, 2020

@Nnelsondaniel1  @gracewang 

Do you need to import Receive Payment data or else?

RefNumberTxnDatePaymentRefNumberCustomerPaymentMethodDepositToAccountInvoiceApplyToLineAmountPrivateNoteCurrencyExchangeRate
128/11/202050245Janice JohnsonCheckChecking101100.00   
228/11/20204908Leonard Walker IncCheckChecking102138.78   
328/11/20204908Lisa SmithCheckChecking103126.50   
G
gracewangAuthor
August 7, 2020

Yes, I need to import the payments customer made. The payments should post into to each customer's account. Is there a way to import the xls file?

    S
    SashaMC
    August 7, 2020

    Thank you for connecting once again with the Community, gracewang. Currently, we do not support XLS files, but there are a few options to import customer's payments.

     

    First, you could convert your XLS file and then import it as my colleague mentioned.

    Second, use a third party importer tool that supports XLS, such as Transaction Pro Importer. Also, this link provides more resources to find applications available to do this.

     

    Let me know if you need any additional assistance or clarification. We are here to lend a helping hand always. Take care and keep me updated. Enjoy your weekend!

     

     

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