We've assembled some frequently asked questions about importing data to QuickBooks Online.
Here is a walkthrough of how to import your data from Excel into QuickBooks.
What information can I import to QuickBooks Online?
You can import the following information to QuickBooks Online:
- Bank Data
- Customers
- Vendors
- Chart of Accounts
- Products and Services
- Invoices
Do I need to import my data in a specific order?
Yes. To make sure your data imports correctly, import each spreadsheet in this order:
- Customer
- Vendors
- Products and services
- Invoices
If you need complete steps, click on the links to learn how to import your customers, vendors, products and services, invoices, and bills.
What file format can I use to import information to QuickBooks Online?
You can use a CSV file (Comma Separated Values), Google Sheets, or an XLS/XLSX file to import information to QuickBooks Online. Here's some info about the different formats:
- CSV file: A common file format used for text files that contain tabular data. In CSV files, each field of text is separated by a comma, semi-colon, or other special character.
- XLS/XLSX file: XLS is the file format of Microsoft Excel 1997-2003. Microsoft Excel 2007 and newer use the XLSX file format.
- Google Sheets: A cloud-based spreadsheet created in Google Drive.
What if I have data from multiple sources?
You can import content from multiple sources. For example, if you have a list of contacts in Excel (XLS/XLSX), some in Google Sheets, and some in Outlook (CSV), you can just follow the import process for each source.
Why is the first row of my spreadsheet not imported?
QuickBooks Online uses the first row of your spreadsheet for mapping and doesn't import its content. If you need the information from the first row of your file, add a header row to your spreadsheet, or duplicate the first line before importing the file.
Some of my contacts use foreign currencies. Can I import these?
- QuickBooks Online can't import currency details from a contact list.
- If your version of QuickBooks Online supports multicurrency, your home currency is assigned to all customers and vendors by default. If a change in customer or vendor currency is necessary, select the Currency column and choose the currency you want to associate with the contact on the Review screen while importing your list. (Note: To do this, you must turn on multicurrency before starting the import process.)
Can I overwrite the products and services I import into QuickBooks Online?
If you have imported your products and services incorrectly, don’t worry, you can overwrite all values for each product or service that you import with the identical name. Just import the same file again and select Overwrite all values at the bottom of the page.
Note: Once you select Import, this overwrite cannot be undone.
