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September 17, 2021
Question

How to import year to date sales from my compatible merchant processor to QB?

  • September 17, 2021
  • 2 replies
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2 replies

Candice C
September 17, 2021

Good morning, @Collin-allprowast. 

 

Hey newcomer! Let's work together and get this data imported into your QuickBooks Online. 

 

All you need to do is go through your settings and import the information. Here's how: 

 

  1. Go to the Gear (Settings) icon in the top right-hand corner. 
  2. Under the "Tools" column, pick Import data
  3. Select the box of which these sales should be put in and follow the rest of the on-screen instructions. 

 

If this doesn't work for you, then I suggest giving us some additional details so we can determine the best solution for your business. Here's a guide that can help out if need be: Common questions about importing data to QuickBooks Online

 

Let me know if this helps. Hit the Reply button if you need me. Happy Friday! 

Fiat Lux - ASIA
September 17, 2021

Which merchant processor do you have now?