What forms of input does QuickBooks accept?

pedz · ‎April 12, 2022

I want to do things like download reports from eBay, process them, and then add that data to new or existing transactions in QuickBooks. I'm using eBay just as one example. Amazon is another source of a lot of transactions that has details that I'd like to stuff into QB. And there are others.

Of course, I'd like to keep things simple if possible. I think QB has an SDK and a developers program which I could do but I'm hoping there may be simpler alternatives.

So, the first question is, out of the box, without any add-ons, what types of files can QB parse? Can it parse CSV files? OFX files? etc. I know some banks offer the ability to download the transactions into a "QB Compatible" file but I've never peaked under the hood to see what is going on.

ZackE · ‎May 19, 2022

Thanks for following up with the Community, pedz.

Aside from connecting accounts or using an app from our app store, you can also upload data into QuickBooks with the use of Excel spreadsheets, Google Sheets, and CSV files.

It's important to keep in mind that you can only import files with less than 1,000 rows at a time; however, you can upload multiple files. If you find that you have a file that's too large on the first go, you can simply split it into smaller files and import them separately.

It's also recommended to upload data in a particular order:

Customers
Vendors
Products and services
Invoices

When you're prepared to import data, you can do so from your account settings:

Use the Gear (⚙️) icon in your upper right-hand corner.
Select Import Data.

If you'd like to upload from Google Sheets, choose Connect to sign in to your Google account and follow the rest of the presented steps.

I've also included a few detailed resources about importing these types of files which may come in handy moving forward:

I'll be here to help if there's any additional questions. Have a lovely day!

View solution in original post

Carneil_C · ‎April 12, 2022

Help has arrived, @pedz. I'm very eager to share some workarounds and information about connecting accounts in QuickBooks Online.

The files you can accept depend on your bank account. With that said, other accounts like eBay MasterCard have no connection to QBO. You can submit a request to add it to our supported account list. Here’s how:

Go to the Banking menu.
Choose Add account or click the +Link button if you already have another connected account in QBO.
Search for the name of your account like "eBay MasterCard'' or use the link of your MasterCard.
It will prompt you with a message "Hmm, we can’t find [name of the bank or account you entered] in our list of supported banks' since your account have no connection with us. However, will give helpful tips to try and locate your bank account.
Pick Request support for your bank and then enter your account's web address (URL) in the field provided.
Click on Request once ready.

After submitting the request to add your account, you may use one of the alternative methods for downloading and importing your bank transactions.

Alternatively, you can search for the app through the Apps menu in QBO. Let me guide you on how:

Go to the Apps menu or directly visit this site apps.intuit.com.
Click the Find Apps tab.
Enter and look for your eBay MasterCard account in the search bar.
Select the account in the list.

If you’re using QuickBooks Desktop for Mac, check out this link to for the third-party app: https://desktop.apps.com/home#!category/10368/6984.

Lastly, I've got you this helpful article that'll guide you in managing your bank transactions:

I’m always ready to assist you if you have any other questions or concerns about managing your accounts and transactions. Tag me in your reply and I’ll sprint back into action. Have a good one and keep safe.