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michael113
Level 1

Hi there. I have notice that I can only update balance sheet accounts when using Quickbooks for the first Time. Can you not import a full Trial Balance from PY

 
1 Comment 1
AlcaeusF
Moderator

Hi there. I have notice that I can only update balance sheet accounts when using Quickbooks for the first Time. Can you not import a full Trial Balance from PY

Welcome to the Community, @michael113.

 

Let me share some clarification about the import feature in QuickBooks Online.

 

Currently, an option to import Trial Balance is unavailable in the system. The only workaround is to record your transactions manually.

 

There are specific data you can bring over to QuickBooks from other software. Please visit this article for more information: Import data from other software into QuickBooks Online.

 

Please also know that I appreciate your input on this feature. We always update the features in QuickBooks, and this preference might be available in the future.

 

As we assess this, I suggest you visit our QuickBooks Blog to stay updated with all the changes that are being made. Also, I've attached some articles you can use as a reference about recording transactions, as well as importing data:

 

Please know that I'm just a post away if you have any other questions. Have a great day ahead.