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ap-karonseasand-
Level 1
posted
‎September 09, 2024 05:03 PM
last updated ‎September 09, 2024 5:03 PM

Can I import Excel files from eCount into Quickbook?

Can I import Excel files from Ecount into Quickbook?
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2 Comments 2
Deity Alpha
Level 6
‎September 09, 2024 05:30 PM

Can I import Excel files from eCount into Quickbook?

Do you need to convert data from Ecount ERP to QB Online?

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KayePe
QuickBooks Team
QuickBooks Team
‎September 09, 2024 06:00 PM

Can I import Excel files from eCount into Quickbook?

Yes, you can import data from Excel files from your eCount to QuickBooks Online (QBO), @ap-karonseasand-. I'll provide education and steps about this.

 

When importing an Excel file into QBO, there are several types of transactions and data that you can bring over. These include invoices, customers or vendors, bank data, your chart of accounts, journal entries, and products and services. To successfully import your information, ensure your data is set up correctly in a specific order. Follow the steps below for guidance on how.


For invoices:
 

  1. In your QBO, go to Settings and tap Import data.
  2. Choose Invoices, then select Browse and find your invoice's spreadsheet.
  3. Hit next.

 

For further process about invoice importing, see this article: Import multiple invoices at once in QuickBooks Online.


For customers and vendors:
 

  1. In your QBO, select Settings and tap Import Data.
  2. Hit Customers or Vendors then tick Browse to choose the file.
  3. If done, choose Next. Hover over the small arrow icon in the Your Field column and match your field to the corresponding QBO field. If you have a field that doesn't have a matching column, hit No Match.
  4. Review your contacts. If done, Import it.

 

The attached photo is a sample of where to see the import option in QBO:

IMPORT INV.png

 

To upload your additional data, please refer to the comprehensive articles below for further guidance. It also includes detailed instructions on how to properly format your Excel file for a seamless importing:
 

 

Lastly, I recommend visiting our Getting Started Guide to assist you in completing your tasks and ensure that your business operations run smoothly. This guide offers useful tips and step-by-step procedures on how to make the most of the QBO's features, allowing you to get your business up and running without any hassle.


If questions are still up in your mind, you can ask here again. The Community is always here, and I'm ready to assist in any way. 

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