New Client with previous years Information from 2016 that is on Excel Spreadsheet

I'd be happy to help you bring your client's 2016 transactions into QuickBooks Online (QBO), matsilisoc.

When working with QBO, you have the option to manually upload your transactions using a CSV file to input your historical data. Before proceeding, it's important to ensure that the file is in the correct format for successful upload.

Once your file is ready, follow these steps to upload it into QBO:

1. In the left menu, click Transactions, then select Bank transactions tab.
2. Choose the blue tile for the account you want to upload the transactions into.
3. Select the Link account ▼ dropdown, then select Upload from file. If your account is not connected yet to online banking, select Upload transactions.
4. Choose Drag and drop or select files and select the file you downloaded from your bank. Then, select Continue.
5. In the QuickBooks Account ▼ dropdown, select the account you want to upload the transactions into. Then, select Continue.
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
7. Select the transactions you would like to import. Then select Continue.
8. Select Yes then, Done.

Once your transactions are in QuickBooks, you can proceed to match and categorise them.

For future reference, you can check this article for best practices when reconciling your account: Reconcile an account in QuickBooks Online. It offers guidance on how to address challenges during the reconciliation process.

Should you have any other banking concerns, feel free to leave a comment below or start a new thread. We are always here to help, matsilisoc.

@matsilisoc 

You can purchase a 3rd party conversion service. Otherwise, you can use an importer tool starting from CoA, Lists and Transactions.

https://get.transactionpro.com/qbo