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Level 1

I can't seem to find the import trial balance icon on the import data tab. Can you help me on this? I need to import data from a manual excel file.

 
2 Comments
Level 15

I can't seem to find the import trial balance icon on the import data tab. Can you help me on this? I need to import data from a manual excel file.

The best way to import a Trial Balance into QBO is with the import type Journal Entry. You may need an importer tool.

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.

https:// transactionpro.grsm.io/qbo

 

QuickBooks Team

I can't seem to find the import trial balance icon on the import data tab. Can you help me on this? I need to import data from a manual excel file.

Hi there, @userjitkacontado.

 

It's my pleasure to answer your first question here in the Community. At the moment, importing a trial balance option is unavailable in QuickBooks Online. 

 

For now, you can only import data such as listed below: 

 

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

 

As a workaround, you'll want to visit our QuickBooks Apps Center and search for a compatible third-party application that can help import trial balance in QuickBooks. 

 

For future reference, read through these articles should you need to learn more about how to import those data I listed above: 

 

 

Get back to me if you have more questions about importing features in QuickBooks Online by clicking the Reply button below. Take care. 

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