What information can I import to QuickBooks Online?
- Products and Services
What file format can I use to import information to QuickBooks Online?
CSV or Comma Separated Values
A common file format used for text files that contain tabular data. In CSV files, each field of text is separated by a comma, semi-colon, or other special characters.
XLS is the file format of Microsoft Excel 1997-2003; Microsoft Excel 2007 and newer use the XLSX file format.
What if I have data from multiple sources?
You can import content from multiple sources. For example, if you have a list of contacts in Excel (XLS/XLSX) and some in Outlook (CSV) just go through the import process for each source.
Why is the first row of my spreadsheet not imported?
QuickBooks Online uses the first row of your spreadsheet for mapping and does not import its content. If you need the information from the first row of your file, add a header row to your spreadsheet, or duplicate the first line before importing the file.
Why can't I import a particular record from my contact list?
You can't import a contact that already exists in QuickBooks Online. Check your current contact list and rename the duplicate name(s) before importing your file.
My spreadsheet has more than 1,000 rows of data. How do I import it?
We can only import spreadsheets with less than 1000 rows. Split your spreadsheet into smaller files and import separately.
QuickBooks Online didn't import all my columns. Where did they go?
QuickBooks Online can only import specific fields for each type of data.
If I make changes on the review screen before importing the file, will it change the information in my spreadsheet too?
No. QuickBooks Online doesn't make any changes to your spreadsheet.
Once I import my contacts, can I undo or delete the contacts by batch?
No, currently there is no option to undo or delete the imported contacts by batch.
Some of my contacts use foreign currencies. Can I import these?
(US, Australia, Canada, Brazil, UK, QuickBooks International only) QuickBooks cannot import currency details from a contact list. If your version of QuickBooks supports multi-currency, your home currency is assigned to all customers and vendors/suppliers by default. Select the Currency column and choose the currency you want to associate with your contact on the Review screen while importing your list if necessary.
NOTE: To do this, you must turn on multi-currency before starting the import process.