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Everything you need to know about banking in QuickBooks Online - Discover more
Level 1

Customer account imports

When I import my existing customers/suppliers QB, I have some with debit balances and some in credit. Is there a way I can carry this information across to QB or will I have to set those manually? And if so, how do I do that? 


John C
QuickBooks Team

Customer account imports

Hi RFBSDot It's not possible to import customers and suppliers with open balances, you'll have to enter these in the form of open invoice/bills one you've imported the information.

Fiat Lux - ASIA
Level 15

Customer account imports


You may prepare the opening balances in XLS and import them as Journal Entries.


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