Other Questions

Hello there, @Geoff Rogers.

Thanks for getting back on this thread. I'm here to assist you in importing your products and services to QuickBooks Online (QBO).

You'll want to double-check the formatting of your spreadsheet so it will import seamlessly. Here are some formatting tips:

• Product/Service Name: 100 character limit. Avoid special characters. See the approved characters list for more info.
• Income Account: You can't use sub-accounts.
• Quantity as-of Date: Format like this: MM/DD/YYYY or DD/MM/YYYY
• Income and Expense account: You can't use sub-accounts.

Moreover, just follow the steps below if you want to have a sample Excel file:

1. Sign in to QuickBooks Online.
2. Go to Settings ⚙, and select Import Data.
3. Click Download a sample file and open the file.

Nonetheless, you can also see this format for your visual reference sample before trying to import your stock items:

After formatting your spreadsheet correctly, you can proceed to map the data and import it:

Finally, it will reflect in your Products and Services list like this:

Feel free to check out these guides for more information about importing your products and services into QBO:

• Import products and services into QuickBooks Online
• Common questions about importing data to QuickBooks Online

Please keep me posted on how it goes in the comments below. If there's anything else you need in managing your business growth using QBO, I'm always here to provide additional assistance. Have a great day!