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celeahy
Level 1

How do i find the import trial balance feature in QBO?

 
2 Comments 2
Fiat Lux - ASIA
Level 15

How do i find the import trial balance feature in QBO?

The best way to import a Trial Balance into QBO is with the import type Journal Entry. Utilize a 3rd party importer tool to do so.

https:// transactionpro.grsm.io/qbo

 

NOTE: Any line in the import file that posts to an AR or an AP Account must reference a name (Customer or Vendor), and that name must already exist in the QBO company file.

ZackE
Moderator

How do i find the import trial balance feature in QBO?

Hey there, celeahy. Welcome to the Community.
 

Currently, there isn't an option to import trial balance reports.
 

Here's a list of the different types of data that can be imported:

  • Bank Data
  • Customers
  • Vendors
  • Chart of Accounts
  • Products and Services
  • Invoices


In the meantime, you can manually enter the following transaction records:


Here's how:
1. Use your Plus (+) icon.
2. Click on any of the transactions listed above.3. Enter the necessary information.
4. Select Save and close.
 

You can find many helpful resources about using QuickBooks Online in our help article archives.
 

I'll be here to assist if there's any other questions. Have a fantastic day!

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