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Hello there, galaxypapermill. I'm here to help you import your data into QuickBooks Online (QBO).
QBO allows you to import a variety of data, including bank transactions, customers, suppliers, charts of accounts, products and services, invoices, and bills, using Excel or CSV files.
For more details, go to the Do I need to import my data in a specific order? section of this article: Common questions about importing data to QuickBooks Online.
Then, follow the steps below on how to import your data:
- Go to the Gear icon and select Import data.
- Click the tile of the data you want to import.
- You have the option to download a sample file by clicking the link to guide you in reviewing your template.
- Follow the on-screen steps to import your data.
- After completing, click Done.
Additionally, you can run reports to get a comprehensive overview of your business finances.
Let us know if you have other concerns about importing data to QBO. We're here to help you in any way we can.