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November 29, 2020
Question

How can i upload an inventory and customer balances into Quick Book Online?

  • November 29, 2020
  • 1 reply
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1 reply

November 29, 2020

Hello @ira_carlota,

 

As of the moment, there isn't an integrated way to import your inventory items and customers' balances. But you can import them as a list a manually enter the respective balances once done.

 

That being said, here's an article you can read to learn more about how you can import your list: Move your lists to QuickBooks Online.

 

Additionally, I've also included this helpful article for the steps in creating a CSV file of your bank transactions for manual upload: Format CSV files in Excel to get bank transactions into QuickBooks.

 

If there's anything else that I can help you with, please let me know in the comments. Stay safe!