gtroupe
Level 1
‎September 26, 2019 04:34 PM

If previous data; invoices, bills, payments were recorded in excel, what would be the best way to integrate same into quickbooks, without losing transparency?

If previous data; invoices, bills, payments were recorded in excel, what would be the best way to integrate same into quickbooks, without losing transparency?

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MJoy_D
Moderator
Moderator
‎September 26, 2019 04:34 PM

Manage Customers and income

Let’s add your previous data to your QuickBooks Online account, gtroupe.

Currently, you can only import the following list to QuickBooks Online using a CSV (Comma Separated Values) or XLS/XLSX of Microsoft Excel:

  • Customers
  • Suppliers
  • Chart of Accounts
  • Products and Services

Here’s more information on this article: Common questions about importing data to QuickBooks Online. 

That would be a great feature though, so I'll be sending this as feedback to the Product Development team to be considered in the future enhancement of the app. I also recommend you to visit our Blog to learn what new updates and features we have. 

For the meantime, you'll have to enter them to your account one-by-one. Check the following articles for detailed guidance:

    If you have questions with the steps provided about adding your data, let me know by leaving a comment below. I’m always here to assist. Have a great rest of the day.

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