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nomij
Level 3

Can we import income transactions into QBO via a CSV yet?

Hi!

I know we were only able to import lists etc. originally, but I've seen some cool advancements with QBO.  I'm wondering if we can import income transactions into QBO via a CSV yet?  That would be AMAZING.

Thanks!

Naomi

Solved
Best answer July 21, 2020

Best Answers
PatriciaT
QuickBooks Team

Can we import income transactions into QBO via a CSV yet?

Hi Naomi,

 

Thanks for reaching out. Knowing every feature we offer is essential to make the best decisions when managing your business. The import tool in QuickBooks Online helps you save time while ensuring your books are accurate. I'll be happy to share more on this.

 

QuickBooks Online enables you to import data such as:

  • Invoices
  • Bank Data
  • Journal Entries
  • Customers
  • Suppliers
  • Bills
  • Products and Services
  • Chart of Accounts

To learn how to import each of these, here are some useful articles. 

For any further assistance, don't hesitate to reach out to our tech support team.

 

Phone and Chat: Click Contact Us to learn how to reach phone and chat support.

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

Social MediaFacebookTwitter, and Instagram from Monday to Friday between 9 a.m. and 8 p.m. ET

 

Have a great day!

View solution in original post

3 Comments 3
PatriciaT
QuickBooks Team

Can we import income transactions into QBO via a CSV yet?

Hi Naomi,

 

Thanks for reaching out. Knowing every feature we offer is essential to make the best decisions when managing your business. The import tool in QuickBooks Online helps you save time while ensuring your books are accurate. I'll be happy to share more on this.

 

QuickBooks Online enables you to import data such as:

  • Invoices
  • Bank Data
  • Journal Entries
  • Customers
  • Suppliers
  • Bills
  • Products and Services
  • Chart of Accounts

To learn how to import each of these, here are some useful articles. 

For any further assistance, don't hesitate to reach out to our tech support team.

 

Phone and Chat: Click Contact Us to learn how to reach phone and chat support.

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

Social MediaFacebookTwitter, and Instagram from Monday to Friday between 9 a.m. and 8 p.m. ET

 

Have a great day!

nomij
Level 3

Can we import income transactions into QBO via a CSV yet?

Woo HOO!  I thought I saw somewhere it was a thing!  I did try to look it up before asking... I must have been looking in the wrong place.

Thanks for your prompt reply! :)

Take Care!

Naomi

PatriciaT
QuickBooks Team

Can we import income transactions into QBO via a CSV yet?

No problem Naomi. Feel free to reach out any time if you have more questions. :)

Need to get in touch?

Contact us