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When importing your data to QuickBooks Desktop for Mac, it's easier to import transactions when the item fields on your spreadsheet match with QuickBooks. Here’s how to get a QuickBooks template for your transactions. If you have an existing spreadsheet of your transactions, you can rearrange the items on it to match the template on QuickBooks. Here's how:
For sales receipts on the Deposit To column, let's make sure to specify the bank account type in your company file. When you’re ready, follow the steps below to import your transactions:
QuickBooks leaves a row blank if it can’t add the transaction. Here’s how to fix it.
3. Select Import.
For more information about importing customers, vendors, employees, and items into QuickBooks for Mac, check out this article: Import data into QuickBooks for Mac. Also, you'll want to check for a third-party application that can help you with exporting and importing transactions as CVS files into your software. Please proceed with the following steps:
Any questions about integrating the app into your Online account should be directed to the app's third-party provider.
Feel free to get back to me here in the Community space if you need further assistance with this matter. You can also post here again if you have any additional QuickBooks-related concerns. It'll be my pleasure to cater to them again.