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info458
September 26, 2019
Question

How to import data from excel sheet?

  • September 26, 2019
  • 1 reply
  • 0 views

My Product list, pricing, customer data base is in excel workshhet.

How can I import it?

1 reply

vpcontroller
vpcontroller
September 26, 2019

You can import lists in excel file to QBO only but not actual transactions data (except banking transactions from banking panel) into QBO. You will need a 3-party app to import sales data.

To import lists: Gear at the upper right corner > Tools > Import data

J
Jazbill2000
May 28, 2020

I do not see an option to import pricing levels. We have several pricing levels and 800 items. I would love to be able to import them instead of editing manually.  I have yet to find a way.  Do you know of any third party apps that do this?

 

Thanks

Jacqueline

vpcontroller
vpcontroller
May 29, 2020
@Jazbill2000 wrote:

I do not see an option to import pricing levels. We have several pricing levels and 800 items. I would love to be able to import them instead of editing manually.  I have yet to find a way.  Do you know of any third party apps that do this?

 

Thanks

Jacqueline

@Jazbill2000 

 

No, you can't import Price Rules yet in QBO.

"Pricing" here refers to importing the Products/Service LIST, nothing to do with Price Rules feature.

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