How to Import the CSV Files into QuickBooks Online?Is this your company's video?
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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.
About Dancing Numbers
Dancing numbers is a platform where you can make your work easier with our services of importing, exporting, and deleting the data in your QuickBooks account easily.