We've assembled some frequently asked questions about importing data to QuickBooks Online.
Here is a walkthrough of how to import your data from Excel into QuickBooks.
What information can I import to QuickBooks Online?
You can import the following information to QuickBooks Online:
- Bank Transactions
- Chart of Accounts
- Products and Services
- Trial Balances
Do I need to import my data in a specific order?
Yes. To make sure your data imports correctly, import each spreadsheet in this order:
If you need complete steps, click on the links to learn how to import your customers, suppliers, products and services, invoices, and bills.
If I make changes on the review screen before importing the file, will it change the information in my spreadsheet too?
If you have imported your Products and Services incorrectly, don’t worry you can overwrite all values for each product or service that you import with the identical name. Just import the same file again and select overwrite all values at the bottom of the page.