Import your data into QuickBooks Sole Trader

Learn how to import your past data into QuickBooks Sole Trader. 

Changing the way you manage your business can seem like a big step. By manually importing your historical spreadsheet data, you'll get your business up and running faster.

To help you get set up, we've put together a list of common questions and troubleshooting tips. 

What information can I import to QuickBooks Sole Trader?

• Bank Data
• Invoices
• Products and Services
• Customers

Do I need to import my data in a specific order?

Import your spreadsheets in the following order to help ensure your data is imported correctly:

1. Customers
2. Products and services 
3. Invoices 
4. Bank Data 

How do I import my data?

You can manually import your existing spreadsheet data using Excel CSV files.

Note: A CSV (Comma Separated Value) file, is common file format used for text files that contain tabular data.

1. Sign in to Sole Trader
2. Go to Settings ⚙ and select Import data
3. Select the data type you want to import
4. Select Browse to upload the CSV file from your computer
5. Select Next
6. Match the fields to the correct
7. Select Done

Need help formatting your spreadsheet?

Once you have selected a data type, select Download a sample file . This will help you in formatting your data correctly.

What do I do if  I receive an error while importing my data

If you get an error message whilst importing your data into QuickBooks Sole Trader, here are a few things to check before trying again.

• Check that your data is mapped correctly and formatted properly. Use the sample CSV files to help you format your data. 
• Check that the item you're trying to import isn't already in QuickBooks Online. We can't import duplicate data.
• Check the number of rows you are importing. If your spreadsheet has more than 1,000 rows, split it into smaller files and import them separately.

How can I move from QuickBooks Self-Employed to QuickBooks Sole Trader?

You can manually move your data from QuickBooks Self-Employed to QuickBooks Sole Trader. Learn how to export your data from QuickBooks Self-Employed.