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atifkhan
Level 1

did quickbook online has option of batch transaction to enter data of last six months that i have in excal formet it is time taking ?

 
1 Comment 1
ClaireSamanthaS
QuickBooks Team

did quickbook online has option of batch transaction to enter data of last six months that i have in excal formet it is time taking ?

Yes, QuickBooks Online (QBO) has a feature that allows you to manually enter and use a CSV or Excel format when entering batch transactions, atif.

 

QuickBooks can only import specific types of data from Excel files. You can also click the Gear Icon and choose Import Data. Another option is to look for a third-party app that helps import data from Excel to QuickBooks Online.

 

Since you've mentioned that you have your data in an Excel format, you can also convert it to a CSV file and then import it into QBO. This process can save you time. Let me guide you through the process of importing and manually entering your transaction.

 

  1. Navigate to the + New tab and select Batch Transactions.
  2. In the Batch Transactions section, you can choose the type of transaction from the drop-down menu.
  3. You can also enter data manually below or import it using a CSV or Excel file.
  4. Once done, you can now click Save or Save and send.

    image (9).png

 

Check out this article for answers to common questions about importing data into QuickBooks Online. Understanding these issues can help you avoid mistakes during the import process.

 

QuickBooks allows you to create custom, professional invoices, and sales receipts to enhance your business communications. You can choose what your customers see and hide any unnecessary information.

 

We will keep this thread open for any further clarifications or concerns. You can post here in our Community Space, and we will be happy to help.