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gtroupe
Level 1
posted
‎September 26, 2019 04:34 PM
last updated ‎October 05, 2020 8:36 PM

If previous data; invoices, bills, payments were recorded in excel, what would be the best way to integrate same into quickbooks, without losing transparency?

If previous data; invoices, bills, payments were recorded in excel, what would be the best way to integrate same into quickbooks, without losing transparency?

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1 Comment 1
MJoy_D
Moderator
Moderator
‎September 26, 2019 04:34 PM

If previous data; invoices, bills, payments were recorded in excel, what would be the best way to integrate same into quickbooks, without losing transparency?

Let’s add your previous data to your QuickBooks Online account, gtroupe.

Currently, you can only import the following list to QuickBooks Online using a CSV (Comma Separated Values) or XLS/XLSX of Microsoft Excel:

  • Customers
  • Suppliers
  • Chart of Accounts
  • Products and Services

Here’s more information on this article: Common questions about importing data to QuickBooks Online. 

That would be a great feature though, so I'll be sending this as feedback to the Product Development team to be considered in the future enhancement of the app. I also recommend you to visit our Blog to learn what new updates and features we have. 

For the meantime, you'll have to enter them to your account one-by-one. Check the following articles for detailed guidance:

    If you have questions with the steps provided about adding your data, let me know by leaving a comment below. I’m always here to assist. Have a great rest of the day.

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