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• #IMPORT DATA INTO QUICKBOOKS PRODUCTS HOW TO#

Select your file by clicking on the browse button and click next when you’re done uploading your sample file.After you’re done copying all the data, navigate back to the QBO ‘Import Supplier’ page.Don't worry about leaving non-crucial columns blank. Note: The column headings on the sample file might not be the same as the column headings on your exported file. Repeat step 7 for all relevant columns on the sample file until all required columns are filled.Note: Remember to save the file as and when you’re copying the data columns to prevent any loss of work. Based on the column headings, copy the data one column at a time to prevent migration errors.Note: Remember to clear the sample data on the sample file before you start copying your data onto the sample file. Open the Downloaded sample file and start copying your data from the exported file into the newly downloaded sample file.Click on the link that says ‘Download a sample file’.

#IMPORT DATA INTO QUICKBOOKS PRODUCTS HOW TO#

If you do not know how to do this, please contact your accounting software customer support. To make the process as simple as possible, we have put together a “How to Import Suppliers, Customers, Products and Services Into QuickBooks Online” guide.īefore you get started on the importing process, you should export all the necessary data from your previous accounting software. QuickBooks Online, Xero, etc.) can be quite a daunting process. QuickBooks Desktop, Sage 50, etc.) to cloud-based accounting software (i.e. Migrating from a desktop accounting software (i.e.