Click the drop-down lists to ensure field information is mapped correctly. The QuickBooks Online fields and those specified in the first row of the the spreadsheet will be shown.Click Browse, then find your Excel file, and click Open.In QuickBooks Online, choose Gear Icon > Import Data.Import Instructions For QuickBooks Online National Association of Home Building (NAHB).CSI 2016 Format - Divisions, Majors and Minors.GL Chart of Accounts referenced in the spreadsheet must exist in your QuickBooksĬonstruction Industry Standard Service Items
#Import data into quickbooks products update#
Update the Expense and Income GL Chart of Account columns in the spreadsheet.
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 recommendedĪnd for residential contractors NAHB. Importing CSI or NAHB Codes into QuickBooks Service Items Listīelow are spreadsheets that can be used to import Service Items into QuickBooks Online.