Learn what data you can bring over to QuickBooks Online, and how to import your data to get started quickly.
You can manually import your existing lists (suppliers, customers, products and services, and chart of accounts), as well as your opening balance, invoices and bills from another software into QuickBooks using Excel CSV files.
How to import your data into QuickBooks Online
- Sign in to QuickBooks Online.
- Select Settings ⚙.
- Select Import data.
- Select the data you wish to import.
Note: Once you have selected a data type, you can select Download a sample file. This will help you in formatting your data correctly.
Import your lists to QuickBooks Online
You can import your existing lists from another QuickBooks Online company. This saves you from having to set up your suppliers, customers, stock, and chart of accounts lists one by one. See How to import list data into QuickBooks Online for details.
Import your Customers and Suppliers
You can import an existing list of customers and suppliers into QuickBooks Online. This saves you from manually creating your customer and supplier records one by one.
Make sure when you import your Customers and Suppliers into QuickBooks Online you familiarise yourself with what contact fields can be imported from Excel.
Import your Invoices and Bills
QuickBooks Online lets you import multiple open invoices or bills at one time using Excel CSV files.
Note: We recommend importing no more than 100 transactions at one time.
How to enter Outstanding Balances
In QuickBooks Online, your accounts need to match the real-life bank and credit card accounts you're tracking.
When you create a new account in QuickBooks Online, you pick a day to start tracking transactions. To do this, you enter the balance of your real-life bank account for whatever day you choose. This is the account's opening balance.
You can also add an Opening Balance Customer and Supplier records so that you start off right with the correct opening balances for amounts owed. Here's How to enter opening balances for customers and suppliers.
For more information on bringing data into QuickBooks Online, see our FAQ article.