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May 15, 2023
Question

Can fixed asset balances be imported from excel into QB online?

  • May 15, 2023
  • 1 reply
  • 0 views
can land and buildings, motor vehicles etc be imported into QB online from an excel spreadsheet?

1 reply

May 15, 2023

Hello there, @qbdt_tdipple.

 

I'll share information about importing balances in QuickBooks Online (QBO).

 

Currently, the option to import asset balances into your company file is unavailable. The only transactions that are available for import are the following:

 

  • Chart of Accounts
  • Bank Data
  • Products and Services
  • Customers
  • Invoices
  • Bills
  • Suppliers

 

Moreover, you'll want to consider importing this by using a third-party application that enables you to bring in the balances to your QuickBooks. Since we're unable to suggest a specific application, I recommend checking out our App Store for available options.

 

Furthermore, we are considering your business needs which will help you move forward. Thus, I recommend sending these suggestions directly to our product development team.

 

Here’s how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter a brief description of your product suggestion.
  4. Click Next to submit feedback.

 

I also added this article for your reference when running and customising your reports to keep track of your financial data: Customise reports in QuickBooks Online.

 

Let me know if you have more concerns about importing data. I'm just a few clicks away from you. Have a good one!