Which Transactions Can You Import into QuickBooks?

Here are different types of transactions you can upload by importing CSV into QuickBooks.

Expenses,
Payments
Journal Entries
Money Transfers
Credit Card Charges
Deposits
Invoices
Bills
Checks
Now, let us explore how you can upload various transactions into QBO and QBDT.

Section 1: How to Import CSV into QuickBooks
In this section, we will discuss how to import CSV into QuickBooks Online, Self-Employed, and Desktop.

A. How to Import CSV into QuickBooks Online
Let us show you how you can import CSV into QuickBooks Online to upload transactions.

Sign into QBO and choose Profile ⚙.
Tap Imports.
Choose to Import transactions.
Go along with the instructions you see on the screen to upload the file.
Finally, choose Import.
This will import your CSV file into QuickBooks Online.

B. How to Import CSV into QuickBooks Desktop
Let us show you how to import CSV transactions into QuickBooks Desktop.

In order to import a list that is in the form of a CSV file, you need the QuickBooks Import Excel and CSV toolkit.

What is QB Import Excel and CSV Toolkit?
The QuickBooks Import Excel and CSV toolkit contains:

XLS Example Folder – This is a sample Excel file that contains four worksheets, each for a different type of list.
CSV Examples Folder – These are four sample CSV files, each for a different type of list.
Allowed fields – This is a reference guide that explains which fields are available for Excel and CSV import.
Import from Excel and CSV Manual – This is a PDF manual that contains instructions, best practices, and notes.

How to Install the QuickBooks Import Excel and CSV Toolkit
Follow the instructions given below to install QuickBooks import Excel and CSV toolkit.

First, download QuickBooks Import Excel and CSV toolkit and choose Save.
Now, browse to the location like Desktop or a folder where you would like to save the file and choose Save.
Go to where you saved the downloaded file and double-click on it. This will open the WinZip Self-Extractor window.
Choose Browse and head to the folder where you wish to install the toolkit. It can be like your Desktop or a folder on a hard disk.
Finally, choose OK and click on Unzip. This will extract the contents.
When it’s done, choose Close. This will close the WinZip Self-Extractor window.
Now, open the folder where you selected to install the QuickBooks Import Excel and CSV toolkit.
When you wish to run the tool, you will find it here. The tool will let you easily import CSV into QuickBooks Desktop.

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