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2 replies

September 13, 2024

Hello there, galaxypapermill. I'm here to help you import your data into QuickBooks Online (QBO).

 

QBO allows you to import a variety of data, including bank transactions, customers, suppliers, charts of accounts, products and services, invoices, and bills, using Excel or CSV files.

 

For more details, go to the Do I need to import my data in a specific order? section of this article: Common questions about importing data to QuickBooks Online.

 

Then, follow the steps below on how to import your data:

 

  1. Go to the Gear icon and select Import data.
  2. Click the tile of the data you want to import.
  3. You have the option to download a sample file by clicking the link to guide you in reviewing your template.
  4. Follow the on-screen steps to import your data.
  5. After completing, click Done.

 

Additionally, you can run reports to get a comprehensive overview of your business finances.

 

Let us know if you have other concerns about importing data to QBO. We're here to help you in any way we can.

September 13, 2024

@galaxypapermill@ 

Do you need to convert data from another program?