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Thanks for connecting with us here on the Community page, Nathy1.
Allow me to share insight about importing transactions using CSV file.
When importing products and services into Quickbooks Online, it will be separated by type and line items. Keep in mind that once you import a list, it can't be undone.
Here's how:
For additional reference, you can check this article for the detailed steps on how to import bank transactions using Excel CSV files.
Don't hesitate to leave a comment below if you have additional questions about importing transactions using the CSV files. I'm always ready to assist.
You may prepare the data with the following template
Name | Type | UnitPrice | SKU | QtyOnHand | InvStartDate | InvAssetAccount | SalesDescription | Taxable | PurchaseDescription | PurchaseCost | IncomeAccount | ExpenseAccount |
Gift Certificate | NonInventory | 25 | $50 Gift Certificate | Y | $50 Gift Certificate | 15 | Product Sales | Purchases | ||||
Music Titles | NonInventory | 20 | Artist CDs | Y | Artist CDs | 12.5 | Product Sales | Purchases | ||||
Handhelds | NonInventory | 100 | Portable Game Player | Y | Portable Game Player | 50 | Product Sales | Purchases | ||||
Software | Service | 59.95 | 1 Year Warranty | Y | 1 Year Warranty | 32.5 | Product Sales | Purchases | ||||
Extended Warranty | Service | 29.95 | 1 Year Extended Warranty | Y | 1 Year Extended Warranty | 15.25 | Product Sales | Purchases | ||||
Magazine Subscription | Service | 12.95 | Annual Magazine Subscription | Y | Annual Magazine Subscription | 10 | Product Sales | Purchases |
then utilize an importer tool
https://transactionpro.grsm.io/qbo
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