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Hi montessoribrantf,
Thanks for joining us! Importing your data is a great way to save time while keeping your books up-to-date. I'll be happy to share how it's done in QuickBooks Online smoothly and efficiently.
QuickBooks Online enables you to import data in your books such as:
To learn how to import each of these, here are some useful articles.
Feel free to also visit our Apps menu to explore any third-party apps that could assist you in migrating more information if needed.
I hope this helps! You're always welcome to stop by if you have more questions.
Open a QBO account
https://quickbooks.grsm.io/Canada
then you may have 2 options:
1. Utilize an importer tool
https://transactionpro.grsm.io/qbo
2. Purchase a 3rd party conversion service.
Check our profile name and send your business email address in a private message to us.
I also have this question. I have 4000+ line entries of journal transactions to import into QBO that were downloaded from Wave.
They are all types of transactions, not just invoices or bill payments but the actual journal entries.
I tried the import tool recommended above and A) it does not provide enough fields to transfer the data completely and B) it is limited to 50 transactions or 200 total and so is not adequate for my needs.
This is my second try at using QBO and I'd like to stick with it but am going to need my historical data. There has got to be an import for the journal entries. It's madness that you do not have this built in.
@keco86 wrote:I tried the import tool recommended above and A) it does not provide enough fields to transfer the data completely and B) it is limited to 50 transactions or 200 total and so is not adequate for my needs.
A. What kind of field do you need?
B. Did you use the trial version or the paid version?
Hi keco86,
I'm glad to see you've joined us in Community! I can understand how having the ability to upload your journal entries can save you time and keep you moving forward with your daily business needs. QuickBooks Online provides this option within product to ensure the transition runs smoothly. I'd be glad to help you!
With the import feature, you can use CSV or Excel files. It must include all mandatory fields as indicated on the sample that's provided for you, and it must not exceed 1,000 lines. To review the required fields follow these steps:
Click on the Gear icon in the top right of your account
Select Import Data
Choose the tile for Journal Entries and Download Sample File
I'd also recommend downloading the Import Guide to ensure you're able to complete the process without error.
This should help get you on your way!
If you have any other questions or concerns, just reach back out. We're here for you!
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