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Replying to:
Mich_S
QuickBooks Team

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I'll help you get back to business, @AB-68.

 

Let's make sure the accounts or fields are mapped correctly. You can make changes if need be. This way, you can import the transactions seamlessly.

 

Let me show you how:

  1. Go to the File menu. Choose Import, then choose Items.
  2. Select the item ty[pe you want to copy.
  3. Open the item spreadsheet and compare the columns with columns in the QuickBooks spreadsheet.
  4. Make changes, if applicable.
  5. In QuickBooks, set up Income Accounts. If you'll be tracking inventory in QuickBooks, set up COGS Accounts and Asset Accounts too.

Check out the remaining steps to completely import data: Import data into QuickBooks for Mac.

 

You're always welcome to post in the Community. Take care!

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