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Equator Dawn
October 30, 2018
Question

Importing Excel Spreadsheet into QB Small Business Online

  • October 30, 2018
  • 7 replies
  • 34 views

Hi. I’m new to QB Community and this is my first discussion post. My question is regarding importing excel spreadsheets into QB Small Business Online. I had an issue importing an excel ss Chart of Accounts as the Balance Total column was not imported, (only Account Name and Type). At first I used an excel ss exported from QB Desktop Pro Chart of Accounts and it wasn’t accepted at all; (File data not found), so I downloaded the Online COA Sample File and updated my spreadsheet to the same format, (only I replaced the Detail Type column with a Balance Total column – in fact I don't understand  why the sample spreadsheet had no Balance Total column!) Anyway – as I say the numbers did not import. I could not copy and paste into the sample spreadsheet; (Do not import. Data is for sample purposes only). Thank you for reading and I look forward to a reply.

7 replies

SophiaAnnL
SophiaAnnL
Level 5
October 30, 2018

Welcome to the QuickBooks Community, Equator Dawn. I'm glad to see you here today.

 

The import process in QBO will only let you upload the lists. When importing the Chart of Accounts, the balances will not be included. You'll have to manually enter them when you're done importing the accounts.

 

Our engineers would love to hear your thoughts about how they can make the program better for you. I'd suggest sending feedback through this link: https://feedback.qbo.intuit.com/.

 

I'll be around if you need a hand importing your files. Thanks for dropping by.

Equator DawnAuthor
November 3, 2018

Thank you Sophia Ann for answering my question. I'd like to know if any bookkeepers/accountants have issue with manually typing in large amounts of numbers into Balance Total, (etc), columns? Perhaps there's something I need to understand about the process; right now I cannot understand this situation. I'll be glad for general feedback as currently building a bookkeeping business and concerned about the time-consuming and accuracy issues with this situation. I will consider sending feedback to the engineers. Thanks for reading.

hrniehaus
May 12, 2023

Hi,

I attempted to import my coa spreadsheet to qbo but once the file was selected the next button on the screen would not respond.  I double checked the format but still no luck . Any suggestions?

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
May 12, 2023

@hrniehaus 

Try opening your QBO account on any private/incognito browser.

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