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Replying to:
AldrinS
QuickBooks Team

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I'm glad you reached out to me today, sam_j.

 

Yes, there's an option where you can prepare these transactions in Excel and import it to QuickBooks.


QuickBooks Apps enhance the capabilities of QBO, each working together to help you with your business. To get this job done, you'll need to integrate an app that'll let you upload your prepared transactions to QBO.

 

Let me help you find this app an walk you through the integration:

  1. Click Apps in the left navigation menu.
  2. In the Search field, enter "Import Transactions" or any other keywords to find the most suitable app. You may also click Browse Category, then choose Data Sync.
  3. Browse through the apps, then select the one you want.
  4. Click Get app now, and then Connect.
    - Sign in using your Intuit Account, if you'll be asked to verify your identity.
  5. From the Company/Firm drop-down menu, select your company.
  6. Click Confirm, and then Connect.

That should do it! Once you're done, you'll be all set to upload your transactions to QBO using this app. To learn more about this process, you may check out this article:

 

App support

 

Keep in touch if you need more help with your sales receipt or purchase order. I'm here anytime to help you out, however I can.

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