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July 9, 2024
Question

How do I find the sample spreadsheet to use as a template?I am starting quickbooks onine and need to add about 700 items.

  • July 9, 2024
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1 reply

July 9, 2024

Welcome to QuickBooks Community, avekeller. I can help you find a sample format in QuickBooks Online (QBO).

 

You can refer to the steps below to import data and get a sample spreadsheet.

 

  1. Go to the Gear icon and select Import data.
  2. Choose the type of information you need to import or get sample data for.  [For items, select Products and Services].
  3. Click Download a sample file link to get a sample spreadsheet.
  4. Hit Browse to choose the file you need to upload.
  5. Then, follow the on-screen steps.

 

However, we don't have the option to download a sample file for bank transactions. To know the template and file format for uploading bank data, check out this article: Manually upload transactions into QuickBooks Online.

 

Furthermore, you can read through these articles and get answers to frequently asked questions about importing data in QuickBooks: Common questions about importing data to QuickBooks Online.

 

You can always drop a reply below if you have clarification in downloading a sample file in QuickBooks. I'm happy to help.