Can we import income transactions into QBO via a CSV yet?

nomij · ‎July 21, 2020

Hi!

I know we were only able to import lists etc. originally, but I've seen some cool advancements with QBO. I'm wondering if we can import income transactions into QBO via a CSV yet? That would be AMAZING.

Thanks!

Naomi

PatriciaT · ‎July 21, 2020

Hi Naomi,

Thanks for reaching out. Knowing every feature we offer is essential to make the best decisions when managing your business. The import tool in QuickBooks Online helps you save time while ensuring your books are accurate. I'll be happy to share more on this.

QuickBooks Online enables you to import data such as:

Invoices
Bank Data
Journal Entries
Customers
Suppliers
Bills
Products and Services
Chart of Accounts

To learn how to import each of these, here are some useful articles.

For any further assistance, don't hesitate to reach out to our tech support team.

Phone and Chat: Click Contact Us to learn how to reach phone and chat support.

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

Social Media: Facebook, Twitter, and Instagram from Monday to Friday between 9 a.m. and 8 p.m. ET

Have a great day!

View solution in original post

PatriciaT · ‎July 21, 2020

Hi Naomi,

Thanks for reaching out. Knowing every feature we offer is essential to make the best decisions when managing your business. The import tool in QuickBooks Online helps you save time while ensuring your books are accurate. I'll be happy to share more on this.

QuickBooks Online enables you to import data such as:

Invoices
Bank Data
Journal Entries
Customers
Suppliers
Bills
Products and Services
Chart of Accounts

To learn how to import each of these, here are some useful articles.

For any further assistance, don't hesitate to reach out to our tech support team.

Phone and Chat: Click Contact Us to learn how to reach phone and chat support.

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

Social Media: Facebook, Twitter, and Instagram from Monday to Friday between 9 a.m. and 8 p.m. ET

Have a great day!

nomij · ‎July 21, 2020

Woo HOO! I thought I saw somewhere it was a thing! I did try to look it up before asking... I must have been looking in the wrong place.

Thanks for your prompt reply! :)

Take Care!

Naomi

PatriciaT · ‎July 21, 2020

No problem Naomi. Feel free to reach out any time if you have more questions. :)

Topics

Training

Community

Resources

Can we import income transactions into QBO via a CSV yet?