Import Data

Currently, you can import customers, vendors, chart of accounts, and products and services from Excel. This is mainly for importing lists type, not exactly importing data like invoices or expenses.

From the home page > Company Gear at top right corner > Tools > Import Data

  • Customers – Import your customer information. This will not import transactions.
  • Vendors – Import your vendor information. This will not import transactions.
  • Accounts – Import your chart of accounts. This will not import balances.
  • Products and Services – Import descriptions, prices and quantity of hand.

They all have a sample download file in excel.

import-data

 

“Import Data” is not for importing from QuickBooks Desktop data to QuickBooks Online. To import QBDT to QBO link:
From the home page > Company Gear at top right corner > Tools > Import Desktop Data