Common questions about importing data to QuickBooks Online

 

We’ve assembled some frequently asked questions about importing data to QuickBooks Online.

What information can I import to QuickBooks Online? #

You can import the following information to QuickBooks Online:

  • Bank Data
  • Customers
  • Vendors
  • Chart of Accounts
  • Products and Services
  • Invoices

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:

  1. Customer
  2. Vendors
  3. Products and services
  4. Invoices

If you need complete steps, click on the links to learn how to import your customers, vendors, products and services, invoices, and bills.

What file format can I use to import information to QuickBooks Online? #

What if I have data from multiple sources? #

Why is the first row of my spreadsheet not imported? #

Why can’t I import a particular record from my contact list? #

My spreadsheet has more than 1,000 rows of data. How do I import it? #

QuickBooks Online didn’t import all my columns. Where did they go? #

If I make changes on the review screen before importing the file, will it change the information in my spreadsheet too? #

Once I import my contacts, can I undo or delete the contacts by batch? #

Some of my contacts use foreign currencies. Can I import these? #

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