I would highly suggest that you paste one column at a time. You can customize the columns to best fit your spreadsheet as well. etc) then the account you want to use next. When batch entering transactions, be sure you pick the transaction type first (checks, deposits, credit card. You will need to copy and paste from your excel spreadsheet. You aren't going to be able to just upload a file either way. If you want to enter transactions, you'll want to use 'Batch Enter Transactions' by going here: This is going to allow you to copy and paste from Excel - but it will only be for Customer, Vendor and Item Lists. The instructions you are reviewing are specifically for Quickbooks Online, not desktop, which is why you are having difficulties.įile -> Utilities -> Import -> Excel Files
