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Equator Dawn
Level 1

Importing Excel Spreadsheet into QB Small Business Online

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 Comments 7
SophiaAnnL
Moderator

Importing Excel Spreadsheet into QB Small Business Online

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 Dawn
Level 1

Importing Excel Spreadsheet into QB Small Business Online

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.

0uatiOW
Level 1

Importing Excel Spreadsheet into QB Small Business Online

Hello

 

I’ve just downloaded the iPad app and I can’t see how to upload my CofA or my TB.  The Gear icon doesn’t cobtain an option for Import Data.

 

Also, when I linked to my bank account, QB downloaded 90 day of transactions but marked the opening balance (from 90 days ago) with today’s date.

 

Appreciate some guidance on getting started.  I’m trying to load balacnces for 1 January, which is mid-way into my FY.

 

Thank you.

JessT
Moderator

Importing Excel Spreadsheet into QB Small Business Online

Hi 0uatiOW!

 

Thank you for choosing QuickBooks Online.

 

The Import data option is available on the web interface. Please log in to your QuickBooks company using a browser and import your Chart of Accounts list.

 

On the other hand, QuickBooks normally downloads 90 days of transactions when you connect your account. What you can do is exclude those unwanted transactions, and only manage those from January 1.

  1. On the For Review tab, select the transactions you want to remove.
  2. Click on Batch Actions.
  3. Select Exclude Selected.

For more information about importing Chart of Accounts lists and handling bank transactions, please check these articles:

The Community team is just here if you need anything else.

hrniehaus
Level 1

Importing Excel Spreadsheet into QB Small Business Online

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
Level 15

Importing Excel Spreadsheet into QB Small Business Online

@hrniehaus 

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

RCV
QuickBooks Team
QuickBooks Team

Importing Excel Spreadsheet into QB Small Business Online

We can perform various troubleshooting steps to import the data into your Online account, hrniehaus.

 

In some situations, the browser becomes clogged with regularly requested website resources, resulting in unusual behavior. We can perform the recommended solution provided by Fiat. Let's start by launching your account in a separate or private browser. Here is a list of shortcut keys you can use to access one:

 

  • Ctrl+ Shift + N for Google ChromeRCV_0-1682146849318.png

 

 

  • Ctrl + Shift + P for Mozilla FirefoxRCV_1-1682146849338.png

 

 

  • and Microsoft EdgeRCV_2-1682146849477.png

 

 

  • Command + Shift + N for SafariRCV_3-1682146849539.png

 

 

 

Then, try importing your Chart of Accounts to QuickBooks Online (QBO) from a spreadsheet. Just follow the steps and details in this article: Import your chart of accounts to QuickBooks Online.

 

If it works, go back to your regular browser and clear its cache. This is done to speed up the process the next time you do a transaction in QuickBooks Online. Also, an alternative way is to use other compatible browsers.

 

To assist you in managing your account and growing your business with QuickBooks, I recommend visiting one of our support websites: QuickBooks Help Articles. It includes topics about account management, banking, and expenses, to name a few.

 

Feel free to get back to me here in the Community space if you need further assistance with this matter. You can also post here again if you have any additional QuickBooks-related concerns. It'll be my pleasure to cater to them again. Stay safe, and have a nice day!  

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