You can import customers from text files or Excel spreadsheets directly into QuickBooks Online using Excel Transactions software.
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Connect your QuickBooks Online to Excel Transactions App from QuickBooks AppStore by clicking the 'Get App Now' button.
Here are the underlying steps which you need to follow in order to convert from Quicken to QuickBooks. Open QuickBooks. Choose the File menu. Choose Utilities. Choose Convert. Choose the Quicken option. Select the Quicken.QDF file. We want to convert. (We will also need to convert the.QEL,.QPH, and.IDX files.).
You can get the free trial of the product in the QuickBooks AppStore.
Basic Import Steps
Click on 'Upload File' Menu and upload your file.
The important step in the import is to map your file headers to QuickBooks field in Step 3 of the import. Some key steps below:
Excel Transactions Fields
Invalid Enumeration for Preferred delivery method.
Please update the Preferred Delivery Method with following values:
Print, Email, None
The name supplied already exists. Another customer, vendor or employee is already using this name. Please use a different name.
This customer is already available in QuickBooks with given 'Display Name'. If you want to continue with same customer,please change the 'Display Name'
This error may appear if you have tried to upload parent customer & sub-customer in same file. Please continue the upload with the error, Sub-customers will be created automatically.
Multi Currency should be enabled to perform this operation.
If you try to create a customer with the currency other than your home currency,you will get this error. Please enable Multi Currency Support in your QuickBooks Online Company.
For sub-customers, you must select the same currency as their parent.
Please update the currency field with parent customer's currency.
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This tutorial shows how to convert QFX to CSV/Excel. We will use QFX2CSV utility.
We will use a sample QFX file.
This file has four transactions.
You can see how the file looks like, what transactions it has and how the Parser transforms that QFX file to one transaction per line spreadsheet, you can see all these details.
Before converting, you can select which flavor of CSV you would like: Regular CSV will be copied to CSV or Excel file. Or if you have a specific software CSV format, like CSV Quickbooks Online, then fewer columns will be saved, but the file will be compatible with Quickbooks Online. So, Quickbooks Online imports that file without any issues. Or you would import it without selecting columns during import because it will say only columns, that Quickbooks Online needs. Or CSV Xero, which will save an additional reference column, that this software imports.
You can decide, which Date format will be in your CSV file. Like typically Quickbooks Online imports as MM/DD/YYYY or DD/MM/YYYY.
You can set 'Duplicate Payee as Memo when missing' in your QFX file if you like.
Set 'Open after conversion' if you want to open a CSV file after a conversion, using your default application in the system, like Excel.
To complete conversion you just click the 'Convert' button.
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Choose a name for your CSV file, you can also change the folder, where the file is saved. And then click 'Save'.
The software tells you to open Xero and import the CSV file.
It shows you how a CSV file looks like: Date, Amount, Payee, Description, Reference, Check Number and how Xero can import those columns in a CSV file.
If you choose Target, for example, CSV Quickbooks Online, it imports fewer columns. In this case, it will be just Date, Amount and Description.
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