Learn how to import your lists (suppliers, customers, stock, and chart of accounts) to QuickBooks Online.
You can move your existing lists from another QuickBooks Online company. This saves you from having to set up the items from your lists one by one.
Need to import bank transactions too? Connect your account to QuickBooks to download transactions automatically.
Step 1: Export your list reports to Excel
- Sign in to the account that has your lists.
- Go to Reports (Take me there).
- Depending on which list you need to export, search for and run Account List, Customer Contact List, Supplier Contact List, or Product/Service List report.
- Customise the list report's columns. See the info for each report below to check how their columns should be ordered.
Note: The list of columns that you see in your report may vary depending upon the columns you've selected. To modify this selection, go to the Columns icon in the report header and select or clear the columns as required.
Account List Report
- Full name
- Account type
- Account Subtype
- Description
- Total Balance
Customer Contact List Report
- Customer full name
- Telephone
- Fax
- Mobile
- Email address
- Billing address
- Billing city
- Billing state
- Billing Postcode
- Billing country
- Shipping address
Supplier Contact List Report
- Full Name
- Telephone
- Fax
- Mobile
- Billing address
- Billing city
- Billing state
- Billing Postcode
- Billing country
- Account number
Product/Service List Report
- Name
- Product/Service type
- Description
- Sales Price
- Purchase Price
- Stock start date
- Quantity on hand
- After saving your report, export it.
- Open the exported report in Excel.
- Delete rows 1-4 to remove your company name and report title from the sheet.
- Save your report again as Excel or CSV.
Step 2: Import your lists to QuickBooks Online
After you export and save your reports, you can import them to QuickBooks Online.
For detailed steps on importing each list, see these articles:
Note: To see how your Excel files should look, download and open these samples:
Get help with common errors when importing lists
Errors on items that are already in your company
You may get errors on items that are already in your company. For example, the "Hours" and "Services" items that are created by default. The best thing to do is not to import these items. The rest of your items should still get imported.
Errors for non-existent accounts
If importing Products/Services, cancel the import, make sure that those accounts exist, and then try again. To avoid this error, either import your Chart of Accounts first before your Products and Services list. Or if you have just one or two missing accounts, you may want to create them manually after the import.