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daviescpa
Level 1

How do I import data from a backup flash drive ?

The import is from 2021. The client sends me a flash drive each year, which I import into QB. The Intuit agent assured me I could import from a flash drive into QB online. How ? 
2 Comments 2
AileneA
Moderator

How do I import data from a backup flash drive ?

Hello, daviescpa.  

 

I'd be happy to help you out with importing the data from your flash drive into QuickBooks. QuickBooks has certain types of data that can be imported, let me share with you what information you can bring over to QuickBooks Online.

 

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

 

Also, we need to ensure you saved your data as an Excel file to a flash drive and imported it using the Import Data tool.  

 

Here's how:

 

  1. Click the Gear icon at the upper right corner and select Import Data
  2. Pick what data you want to import into QuickBooks. 
  3. Locate the saved data and hit Next
  4. Repeat these steps to import other data.

 

 

 

 

 

 

To learn more about this process, see this article: Common FAQs about importing data to QuickBooks Online

 

Keep me posted if you need anything else about importing backup files from a flash drive by leaving a reply below. I'll be around to help you out. Have a nice day!

Fiat Lux - ASIA
Level 15

How do I import data from a backup flash drive ?

@daviescpa 

What kind of file format do you need to import?

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