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.

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.

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.

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:

• How to Import Chart of Accounts
• Assign, Categorize, Edit, and Add Your Downloaded Banking Transactions

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

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?

@hrniehaus 

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

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 Chrome

• Ctrl + Shift + P for Mozilla Firefox

• and Microsoft Edge

• Command + Shift + N for Safari

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!