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April 11, 2022
Question

We are facing a major challenge in importing data into Quickbooks online, even tried using third party tools as well, is there a FTP option available with QB online?

  • April 11, 2022
  • 3 replies
  • 0 views
Is an integration with our ERP possible too?

3 replies

April 11, 2022

  Hi there, saurabhgupta.

 

I'm here to make sure you'll get the help you need by routing you to the right support. 

 

When it comes to integrating ERP into QuickBooks Online (QBO), it'd be best to contact their technical support since it's a third-party application. Any concerns about syncing or integrating the third-party software into your Online account are best handled by their support.

 

You can also export your data to Excel to help give you the flexibility to use them. Simply click the Export icon and select Export to Excel. 

 

Keep in touch with me here should you have any additional questions or concerns. I'm always available to help.

Fiat Lux - ASIA
April 11, 2022

@saurabhgupta 

Which transactions type do you need to import? e.g sales receipt?

Which 3rd party tool did you use to import the data?

Which ERP system do you have? 

April 11, 2022

Hi, saurabhgupta.

 

In addition to Fiat Lux - ASIA's suggestion, you can explore the QuickBooks Online Apps menu to search for an application for importing data to integrate it with QuickBooks Online.

 

Here's how:

  1. Go to the Apps menu from the left panel.
  2. On the Search box, type "import". You can also click the Browser category button and select Sync data.
  3. Review the app and check system requirements.
  4. Select Get app now.

 

For detailed steps and an overview about importing data, you can reference this article: Move your Data into QuickBooks Online International.

 

Let me know if you have additional questions about getting your data to the platform. I'm always here t help. Have a good one.

April 1, 2025

QuickBooks Online doesn't offer a native FTP option for data import, so you'll probably need a 3rd party tool to import data directly from FTP

 

One option is Skyvia. It is a no-code platform that allows you to connect to your FTP server and then import data into QuickBooks Online. You can find instructions on their site

 

Similar functionalities are offered by platforms like Zapier Workato or MuleSoft. The later one offers wider functionality but is more complex in general.

 

Feel free to ask if you need clarification.