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VS-MD
Level 1

Exporting Excel spreadsheets into QB Online

I have spreadsheets I have been using to track income and expenses for my general contracting business. I have been told there is a way to export those into QB so I don't have to re-key everything.

 

I cannot figure out how to do this.

Looking for help setting up the proper columns for exporting into QB or importing Excel files into QB

 

Is there a sample template I could see that would show how to set up the export/import?

I have the following columns for Labor:

Date | Payee | Project Name | Amount | Bank Account

 

I have the following columns for Materials:

Date | Payee | Project Name | Amount | Bank Account

 

What do those headings need to be for QB and are there any special codes or characters I need to use?

 

Thank you!


Vito Simone

[removed]

2 Comments 2
JoesemM
Moderator

Exporting Excel spreadsheets into QB Online

Hello there, @VS-MD.

 

QuickBooks Online can only export and import lists, like Chart of Accounts, Vendor lists, Customer lists, Bank data, Invoices, and Product and Services list. At this time, there isn't an integrated way to transfer other data like transactions and setup information.

 

Though we can export it into a Comma-Separated Values (CSV) file or an Excel file. This way, you can import it to your other QuickBooks Online account. 

 

To export the data:

  1. On your QuickBooks account, go to the Gear icon.
  2. Select which data you'd like to export.
  3. Click on the Export to Excel button.

 

To import the data:

  1. Log in to the new account, then click on the Gear icon at the upper right.
  2. Under Tools, choose Import Data.
  3. Select the type of data that you'd like to import.
  4. Click Browse to select a file to be imported.
  5. Click on the Next button until finished.

 

Here's a helpful article that you can read on for more details: Common questions about importing data to QuickBooks Online.

 

Also, QuickBooks requires you to enter the acceptable characters to avoid any server errors or other problems in the application. For more details, see this article: Acceptable characters in QuickBooks Online.

 

On the other hand, you may also wish to consider looking to see if there's a third-party app that would be able to assist you with export/import transactions to QBO. These apps can be searched at the following website: apps.intuit.com. You can also do this inside your company, just go to Apps on the left panel and then enter a keyword in the search field. 

 

In case you need tips and related links while working with QuickBooks in the future, feel free to read our help articles.

 

 Additionally, I recommend visiting this link: QBO Blog. This is the site where we post our latest news and product innovations, so you'll stay updated about them. 

 

Let me know how everything turns out by leaving a comment below. I always have you back. Thank you and take care always!

Fiat Lux - ASIA
Level 15

Exporting Excel spreadsheets into QB Online

@VS-MD 

As another option, utilize an importer tool

https:// transactionpro.grsm.io/qbo

 

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