When you are importing, QBO lists the data fields available and you tell it which column in excel should be imported into that field.
Column Headings: It does not matter what order your columns are in.If you then have updates in your formula column, you’ll need to Copy and Paste Values again. Therefore, in excel, go ahead and use your formula, but copy the column and Paste VALUES into a new column to be used for importing. Formula-based Fields: If you use a formula to create a data field, then upon importing, the actual formula is what imports, not the result of the formula.Instead of cutting off the end when you import, QBO will skip any entry with a Name that is too long and ask you to resolve it. Character Limits: Some of the data fields, such as the Name field, have limits on how many characters can be used for that field.Your data should be built such that each column is a data field in QBO and each row is a new entry. Build your Excel Spreadsheet to optimize the Import experience.To access the Import list and read more about each import type, click Tools –> Import Dat See Linking Bank Accounts and Credit Cards for ways to setup Bank Transactions downloading into QBO.
Bank Transactions: Connect to your bank to download bank account and credit card account activity to match to your existing transactions or quickly add them to your file.Products & Services: Names, descriptions, prices, account mappings, etc.Chart of Accounts: Names, types, detail types, etc.