You can import QuickBooks Online data using the Import from Excel method if you are unable to import the data directly using the Import from QuickBooks Online procedure.
To use this method, you must create export files in QuickBooks Online, and then import them using the Import from Excel screen. Be sure to use the appropriate system templates available from the Import from Excel screen when exporting QuickBooks data to Excel and then importing that data into the system.
You can create export files for the following:
§ Setup Data: To import setup data, including accounts, customers, vendors, and products, print the following reports in QuickBooks Online and export them and save them to Excel:
§ Accounts: To import accounts, print the Chart of Accounts report.
§ Beginning Balances: To import beginning balances, run the Trial Balance report in QuickBooks Online, adjusting the report so that only balance sheet accounts are listed, and selecting the date before the first day you are importing.
§ Products: Print the Product/Service List report.
§ Customers: Print the Customer Contact List report.
§ Vendors: Print the Supplier Contact List report.
§ Transactions: To export transactions, print the General Ledger report, specify the date range to export, and then customize the report to select the following columns in this order:
§ Date
§ Transaction Type
§ Num
§ Name
§ Memo/Description
§ Account
§ Clr
§ Debit
§ Credit
Then run the report, export it to Excel, and save the file.
Note: The import process adds to existing transactions (rather than replacing them). To avoid duplicates, verify the dates you are importing. After the process completes, access the relevant screens to ensure the data arrived correctly.