Hi there, mai2.
I'll help format the data so you can import your products and services to QuickBooks.
You don't have to change the column position and name when you import products and services. However, I suggest using the correct format to complete the details and map the items. For additional information in formatting tips, you can click this article: Import products and services from Excel.
Once done, please follow the steps below on how to import then in QBO:
- Go to the Gear icon and select Import Data.
- Choose Products and Services.
- Tick Browse on the Import products and services page.
- Find and select your Excel file. Press Open, then Next.
- Map your information. Your Field represents the headers on your spreadsheet. From each drop-down menu, select the one that matches a field in QuickBooks Online.
- Hit Next.
- Choose Overwrite all values option for each product or service with the same name. Make sure everything looks correct because this can't be undone.
- Choose Import.
After that, if you see some cells highlighted in red, this means the cell is invalid. I recommend checking the cell in Excel and try again.
Please check this article to see steps on how manually add a new product or service items you buy and sell in QBO: Add product and service items to QuickBooks Online.
You can also refer to this article on how you can group your products and services into categories to keep things organised: Group your products and services into different categories.
Keep me posted if you need a hand with running your reports or any QBO related. I'll be here to ensure your success. Keep safe and healthy.
