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Let me show you. You can also check this article for the detailed steps: Import data into QuickBooks for Mac. I also added this article if you need to connect your bank account: Set up online banking for QuickBooks Desktop for Mac. When doing so, you'll have two options on how you can import the data. You can use either Standard or Advanced import. I've added this article as your guide for the detailed steps to import: Import or export MS Excel files.
Afterwards, you can categorize the items. Let me know if there's anything that I can help in categorizing the transactions. I've got your back! By clicking "Continue", you will leave the community and be taken to that site instead.
Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Most of us would have some questions while moving data to your QuickBooks Online. Some of them for your reference below:.
You can select the specific date format as per your requirement in the import settings. We do have. Sample Template. Supported File Formats. Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields.
This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file. Income, Expense. Import Settings A host of powerful customisations for your file data is available with Import Settings. Select Next. Step 3: Map your spreadsheet fields to QuickBooks fields Once you upload your spreadsheet, map your accounts so they import correctly. Check everything one last time before you import your accounts.
Tip: Focus on getting the account types right first. Then, select the detail types that fit the transactions you want to track. If you see a field highlighted in red, hover over the highlighted field to see what you need to fix.
If everything looks good, select Import. Step 5: Enter opening balances for accounts Once all your accounts are in QuickBooks, you'll need to enter your opening balances for bank, credit card, and other accounts.
Find your bank or credit card account. Then select Edit. Choose when you want to start tracking your finances. In the Balance field, enter the amount in the account, and determine the as of date. Enter today's date if you want to start tracking immediately. Learn more about opening balances.
Select Save and Close. Next steps: Download your transactions to QuickBooks To download your account transactions, you can connect your bank or credit card accounts to QuickBooks.