This guide is for anyone that has signed up to QuickBooks and is looking to move data from Excel spreadsheets to QuickBooks Online. You may have managed your accounts in Excel up to this point or exported the relevant data from another software. Each section offers step-by-step guidance and includes visuals, tips and hyperlinks to important resources.
We recommend that you follow the steps below to bring your data into QuickBooks. You do not have to complete all these steps in one go although we recommend that you do so during the early stages of using QuickBooks to gain maximum benefit of using our product.
And that's it! Once you have completed the steps, you can get insights and take a look at how your business is doing by running some recommended reports.