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hsanchez-dorotbe
Level 1

Can I import custom fields from excel

can I import custom fields from excel
2 Comments 2
FateCandylaneT
QuickBooks Team

Can I import custom fields from excel

Thanks for sharing your query here on this thread, hsanchez. Let me provide information to help you import data and manage custom fields in your account.

 

With QuickBooks Online, you can only import specific fields and data into the program. For now, the ability to import custom fields from Excel during the mapping process is unavailable.

 

I know how beneficial it is when we can provide more mapping fields to enter the specific details. As a workaround, you can manually add custom fields on your transactions once data are imported to your account. You may also check this reference for additional guidance: Common questions about importing data to QuickBooks Online.

 

Furthermore, I'm sharing these resources to help you manage customer sale transactions and ensure your data stays accurate inside the program:

 

 

You can always reply to this forum if there's anything else you need further assistance with when managing custom fields in your account. Feel free to let me know, and I'll be glad to provide additional help. Stay safe and have a great day ahead!

 

 

4Gal
Level 11

Can I import custom fields from excel

@hsanchez-dorotbe 

Try using a 3rd party tool to import up to 3 custom fields data to QB.

https://get.transactionpro.com/qbo

 

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