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IGMCDBagby
Level 1

I have an excel spreadsheet I use to calculate charges. Can I import this to my customers?

 
1 Comment 1
KhimG
QuickBooks Team

I have an excel spreadsheet I use to calculate charges. Can I import this to my customers?

Greetings, @IGMCDBagby.


It’s nice to have you with us in the Community today. Let me share some insights about importing information into QuickBooks Online.


Currently, the only information you can import to QBO are the following:
•    Customers
•    Vendors
•    Accounts
•    Products and Services


Importing calculated charges from an Excel Spreadsheet isn’t yet available. You’d need to manually enter these data to customers transactions.


For questions and clarifications about importing data, you may check out this article: https://quickbooks.intuit.com/community/Reports-and-accounting/Common-questions-about-importing-data....


We’d love to hear from you. Send your suggestions directly to our product developers for consideration in future enhancements. Here’s how:
1.    Click the Gear icon from the top.
2.    Select Feedback.


Your suggestion would definitely be a big help in letting the developers identify which features are most helpful to our customers.


Please know that I'm only a post away if you need anything else. Wishing you continued success!

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