In order to import the transactions properly into QuickBooks Online using Excel Transaction, please follow below guidelines in your Excel File.
- First Row should always be a header row.
- From second row onwards, all the rows will be considered as Transaction Data.
In some scenario's, it is difficult to meet this guidelines, if your file is generated by 3rd party Software and it does not adhere to the expected format. It may need lots of customisation to fit into proper format.
File Formatter feature will help you resolve this issue. Kindly send us the following details to firstname.lastname@example.org
- Your import file.
- Screenshot (Image) of ONE SAMPLE Transaction (Invoice, Expense, Journal Entry or Other Transactions) created manually in QuickBooks Online using the first row from the file.
The file and image will help us understand your file better and we will create a file formatter for you exclusively.
This is a paid service for developing a custom file formatter for your needs and would attract a fee of $75.00 per each formatter developed. It is a ONE TIME FEE and will NOT be added to your monthly billing. We will do the file customisation in order to follow the proper formatting guidelines to import your transactions seamlessly into QuickBooks Online.
How it works?