Thank you for joining this thread, BSL_Ling.
It’s my priority that you’ll be able to migrate the data mentioned above into QuickBooks Online (QBO). This is to ensure that all your bank transactions, invoices, bills, and inventory balances are tracked correctly in your company.
The Import function can help you bring data from other software to the online program. Let me share some information on what you can and cannot bring into QuickBooks.
- You can’t add discounts, credit notes, and negative amounts in general.
- You can import a maximum of 100 invoices at a time and 1,000 row limit per spreadsheet.
- You can import invoices with single or multiple line items.
- You can also import a large volume of customers and suppliers or products and services.
Before importing your invoices, prepare first your spreadsheet and make sure to fill in the following columns:
- Invoice number
- Customer
- Invoice date
- Due date
- Item amount
- Item tax code
In case the invoices have multiple line items, make sure each line entry has an invoice number, customer, invoice date, etc. just like in the sample spreadsheet. If you collect taxes, add the tax rate to your invoices in the spreadsheet. When importing, map the tax codes you created into QuickBooks tax codes.
Also, map each of your column headings to the invoice fields during the import. Click here to view our sample file. Then continue performing Steps 2 up to 5 in this article: Import multiple invoices at once.
For your bills, and bank reconciliations, import them via CSV file. While you'll have to use a spreadsheet to bring your products and services.
If you want the complete details for the transactions mentioned to show in your account, utilize a third-party application. All you have to do is go to the Apps menu on the left panel of your company to open the Find Apps screen. Enter a keyword in the search field to speed up the process. From the list of suggested apps, look for the one that meets your needs.
For additional resources, the following article contains answers to frequently asked questions about the import process: Common questions about importing data to QuickBooks Online.
Also, this guide will walk you through the steps on how to set up a customer or supplier’s opening balance. You’ll also learn about the accounts impacted when recording the entries: How to enter outstanding balances for customers and suppliers.
Click the Reply button @ BSL_Ling if you have additional concerns recording open balances for your other transactions. Know that I’m always ready to assist further. Have a great weekend.
