Learn how to import a list of your products and services from Excel or CSV to QuickBooks Online. Importing a spreadsheet of your products and services into QuickBooks can save you time. We’ll show you how to format your spreadsheet in Excel or CSV and import it directly into QuickBooks. You can create a spreadsheet of your products and services in Excel or CSV. Our sample file shows you how to format your spreadsheet so it imports correctly. Here's how to download the sample file and formatting tips: Formatting tips: Now that you’ve made a spreadsheet with your products and services in Excel or CSV, you’re ready to import them to QuickBooks. Keep in mind that once you import a list, it can't be undone. And you can only import 1,000 rows at a time. If your list is longer than that, split it up into multiple, smaller files. Here’s how to import your file: If you use sub-categories, you need to format your spreadsheet a specific way so your list imports correctly. The sample spreadsheet includes a couple of examples you can reference. In the products/services field on your file, use the following formats: For categories only: [Name of category]:[Name of product/service] For categories and sub-categories: [Name of category]:[Name of sub-category]:[Name of product/service]Format your spreadsheet
Import your products and services
Import products and services with sub-categories
Categories and sub-categories
Product/Service name Large: T-shirt Medium: T-shirt Small: T-shirt Product/Service name Large: Red: T-shirt Large: Yellow: T-shirt Medium: Red: T-shirt Medium: Yellow: T-shirt Small: Red :T-shirt Small: Yellow: T-shirt
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