How to import data from excel sheet?

Forum|Forum|6 years ago
September 26, 2019
1 reply
0 views

My Product list, pricing, customer data base is in excel workshhet.

How can I import it?

QuickBooks Online - India

vpcontroller

Level 7

You can import lists in excel file to QBO only but not actual transactions data (except banking transactions from banking panel) into QBO. You will need a 3-party app to import sales data.

To import lists: Gear at the upper right corner > Tools > Import data

Jazbill2000

I do not see an option to import pricing levels. We have several pricing levels and 800 items. I would love to be able to import them instead of editing manually. I have yet to find a way. Do you know of any third party apps that do this?

Thanks

Jacqueline

vpcontroller

Level 7

@Jazbill2000 wrote:

I do not see an option to import pricing levels. We have several pricing levels and 800 items. I would love to be able to import them instead of editing manually. I have yet to find a way. Do you know of any third party apps that do this?

Thanks

Jacqueline

@Jazbill2000

No, you can't import Price Rules yet in QBO.

"Pricing" here refers to importing the Products/Service LIST, nothing to do with Price Rules feature.

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