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⁣How to Import the CSV Files into QuickBooks Online?

169 Views· 08/26/21
Dancing Numbers
Dancing Numbers
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Welcome to Dancing Numbers video about how to Import the CSV files into QuickBooks Online. For more visit: https://www.dancingnumbers.com/import-a-csv-file-into-quickbooks-online/?utm_source=youtube&utm_medium=video&utm_campaign=yogesh

#importcsv #quickbooksonline #csvfile

There are two major steps for the process.

Step 1: First of all, open the toolkit download file window and click on save.

Step 2: Choose the location for the CSV.

Step 3: In this step, double click on the .exe file so that toolkit winzip self-extractor window can get opened.

Step 4: Now click on browse and choose the location where you wish to install the toolkit and click on OK.

Step 5: After this step, click on unzip to extract the content and close the self-extractor window. And open the QuickBooks import excel and CSV folder from the location you saved it earlier.

Once you download the toolkit, there will be a PDF document in it for importing Excel and CSV files with all the instructions, best practices and notes.

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