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Transaction Pro Blog

Free QuickBooks Online Import Tools

QuickBooks Online Data Imports

There are some built in import tools built into QuickBooks Online that are available to you at no additional charge.  Below is a listing of what can be imported to QuickBooks Online.

QuickBooks Desktop Company Data:  You can easily import data from your QuickBooks Desktop company file to QuickBooks Online.  More detailed information can be found on the Intuit Community.  If you have not checked out QuickBooks Online, Intuit makes it easy to see how QuickBooks Online works by providing a free test drive company.

List Data:  You can import certain list data such as Chart of Accounts, Customers, Vendors and Products and Services from csv files.  Step by Step instructions can be found on the Intuit Community.

Bank and Credit Card Transactions:  You can download transactions from Bank or Credit Card Accounts.  This information is typically downloaded to your QuickBooks Online company file overnight and you can categorize and match to existing transactions and is a huge time saver.  You can read more on the Intuit Community.

Use a Free Trial of Transaction Pro Importer:  You can sign up for a free trial of Transaction Pro Importer which will allow you to import up to 200 lists or transactions during the free trial.  Currently 25 different import types are supported ranging from expense transactions, sales transactions and lists.

If you need any assistance with importing data feel free to reach out to any of our Partners.