How to Import Lists into QuickBooks Online
QuickBooks Online or QBO is
when it comes to importing lists such as Customers and Vendors, especially if you are trying to transfer data from an existing QBO account to a new one. For starters, while you can have multiple email addresses separated by commas or multiple phone numbers in QBO, you can only import one for each field, and this will throw out major errors and prevent those records that have multiples from importing. Another major problem is having 2 street addresses, which is pretty common, but you can only import one.
Fortunately, I have procedure that I use which overcomes these hurdles.
Export data to QuickBooks desktop edition. From within QBO, go to Gear | Tools | Export Data. You must do this using Internet Explorer.
Open exported file in QuickBooks for Windows (latest version).
If your file just has lists, now is a good time to remove inactive list items, as if you don't, they will import into QBO as "Name (deleted) (deleted)" and will be active again. I use Method CRM to create a routine that removes all of these en masse instead of deleting one by one within QuickBooks.
Go to Company | Export Company File to QuickBooks Online.
Import Data into QBO. You can either import just the lists (no balances) or lists and transactions. Again, do this using Internet Explorer.
Note
: if you made a mistake and what you have in QBO isn't what you wanted (for example, you missed step 3 above), you can always do the import again. However, you may have to purge the data first. Just change the URL in QBO (https://qbo.intuit.com/app/homepage)
to https://qbo.intuit.com/app/purgecompany.
Import Bank Transactions Easily Into QuickBooks For Free!
For years I have been showing clients how I import .QBO or Web Connect Files downloaded from my bank as .QFX or the file format usually provided free by banking institutions for import into Quicken Financial Software, also known as Web Connect for Quicken 2011 and above. This can be tricky for most people, having to change the downloaded file's extension to .TXT, edit in Notepad by changing the FID and INTU.BID to one that I know works, and then saving the file with the .QBO extension. This can be a real pain having to do this every time you want to import bank transactions but unfortunately, Intuit charges banks for the .QBO file format and thus your bank charges you for this "privilege."
That was until I came across a very cool utility that does all of this in the blink of an eye. It's called
and it's free! The only requirements are that you use the
browser, which is the only one that I use unless it's not supported by an application such as certain Intuit websites, and that you use a .QFX file. The added bonus is that is safe and secure, as the file is not converted via any website but rather directly on your computer, so you don't even have to be connected to the Internet for the conversion!