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
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