I have a new client that i would like to import last years trial balance. how do i do this as the icon in import data is not there?

The best way to import a Trial Balance into QBO is with the import type Journal Entry.

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

thank you, i thought you could just import it as a file

Hi, @jane33. 

It's great to see you back in the Community. At this time, there isn't a way to import a trial balance report into QuickBooks Online. However, here's a list of the information you can import into your account: 

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

If you import transactions, then your last year's trial balance will build up to be what it was. Here's how to import information into your account: 

1. Go to the Gear (Settings) icon. 
2. Under the "Tools" section, pick Import Data. 
3. Select what you'd like to import. 

It's that easy. Below are a few links that can provide some additional information that will be helpful for your unique business.

• Move your chart of accounts to QuickBooks Online

• Import products and services from Excel

• Import customer or vendor contacts from Outlook, Excel or Gmail

• Import bank transactions using Excel CSV files

Let me know if this helps. I want to make sure all of your concerns are addressed. Have a great day!

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@jane33 wrote:

thank you, i thought you could just import it as a file

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You can prepare the JE in XLS format