#Import data into quickbooks online update

Click Browse, then find your Excel file, and click Open.In QuickBooks Online, choose Gear Icon > Import Data.Import Instructions For QuickBooks Online Cost Resource Items (AP) and Invoice Item (AR).National Association of Home Building (NAHB)ДЄlternative Service Items based on Cost Resource and for Invoicing.CSI 2016 Format - Divisions, Majors and Minors.GL Chart of Accounts referenced in the spreadsheet must exist in your QuickBooksД¬onstruction Industry Standard Service Items

#Import data into quickbooks online update

Update the Expense and Income GL Chart of Account columns in the spreadsheet.

Download one of the Microsoft Excel (*.xlsx) files below and review the items.

Preparing the Service Item List to be Imported

If you'd like to replace your existing list with your excel import - check the box that says 'Overwrite existing records in QuickBooks Online with the same Product/Service name'.

In other words, it amends the existing list by adding new items, not erasing the ones that are already there.

Importing a Products and Services list is normally additive.

Make sure you select the proper accounts here or it will affect your reporting,

You'll have to select a parent income and expense account for each line item (sub-accounts can't be used).

Importing Service Items is optional and may be used when a blank QuickBooks Online database has been prepared or if a company chooses to move to a industry standard coding structure.

For commercial contractors, either CSI 95 or 2012 format would be recommendedДЄnd for residential contractors NAHB. Importing CSI or NAHB Codes into QuickBooks Service Items ListД«elow are spreadsheets that can be used to import Service Items into QuickBooks Online.