Limited time. 50% OFF QuickBooks for 3 months.

Buy now & save
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
threelotusdragon
Level 1

Import local data

Is there a way to locally import Excel spreadsheet instead of using spreadsheet sync? Since sync needs a business account which currently does not have..

2 Comments 2
Chrea
Level 8

Import local data

You can use an importer tool.

https://get.transactionpro.com/qbo

 

GenmarieM
QuickBooks Team

Import local data

You can import your Excel spreadsheet using the file formats accepted with QuickBooks Online, threelotusdragon. Let me explore the details further below.

 

QuickBooks Online primarily supports importing data from CSV, Google Sheets, or an XLS/XLSX file. If you have an Excel spreadsheet you want to import, you should first convert it to one of these supported file formats. Once you have completed the conversion, you will be ready to import your data.

 

Let me show you how:

 

  1. Log in to your QuickBooks Online account.
  2. Navigate to the relevant section where you want to import data
  3. Look for an option to Upload from file or Import.
  4. Select the file format you created.
  5. Follow the prompts to map the fields and complete the import.

 

Alternatively, you can also integrate third-party applications that facilitate the importing of data files to QBO. You can check the Apps section, or the QuickBooks Apps Store for more information.

 

Moreover, you can check out this article for detailed information about importing data to QuickBooks Online: Importing data to QuickBooks Online.

 

Additionally, I've added this article as your reference in case you want to move your existing lists to QBO from QuickBooks Desktop or another QBO company: Move your lists to QuickBooks Online.

 

Lastly, we have specialists ready to help you streamline various tasks in QuickBooks, including the invoicing process. Our QuickBooks Live Expert Assisted service offers personalized guidance to ensure you stay organized and effectively manage your business finances.

 

I’ll keep this thread open for your queries about importing data to QuickBooks Online or any QuickBooks-related matters. The Community always has your back.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us