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We can format your spreadsheet according to the transaction type you're importing to QuickBooks Online (QBO), Mhyland.
If you're importing invoices, let's ensure we have the following information:
However, if you're referring to importing payments as bank transactions, we can format your spreadsheet into three or four columns.
Once you have collated the following details, use these steps to start importing:
Should you need to import transactions not mentioned above, I recommend using a third-party application to streamline the process.
Check your sales page for an overview of sales transactions, open invoices, and paid invoices. For steps, you can visit this article: View sales transactions in QuickBooks Online.
Reply to this post if you need additional help with the importing process. We're always around to lend a hand for help.
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