![]() Then click the link button at the top of the page for the type of data to import.Īfter clicking the link button for the type of data to import, a new page appears and provides you with specific import instructions and shows its related import process. Then click the “Import Data” link to open an “Import Data” page. To import either “Bank Data,” “Customers,” “Vendors,” “Chart of Accounts,” “Products and Services,” or “Invoices” into QuickBooks Online, click the “Settings” button. Alternatively, you can also import all the available data from a QuickBooks Desktop file. Most imports accept saved Excel worksheets or CSV files, and some also provide other options. The type of data you want to import determines the saved file type the import process accepts. You can import data to QuickBooks Online. ![]() Overview of How to Import Data to QuickBooks Online
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