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Post Info TOPIC: Inputting a CSV or Excel spread sheet into QBO - Help needed please


Expert

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Inputting a CSV or Excel spread sheet into QBO - Help needed please


Hi Everyone,

Its been along time since I asked a question on here but I am in need of a little help please. I am not very techy so excuse my lack of knowledge!

I have QBO for a new client and they keep a spread sheet of all of their sales which is great. Due to the long list per quarter and the nature of their sales ledger I was wondering if I could perhaps save as a CSV or just an ordingary spread sheet and then up load it into QBO?? The only problem is some of the sales are Vatable and some are exempt. This split is all on the spread sheet, although some invoices will have VAT and exempt vat on it (MOT's in a garage). So is there an easy way to do this or at least export the majority in there? I really don't mind if I have to manually put in the sales invoices that have both servicing and MOT's on it as I don't think that would be too big a task to do.

Any help with this would be appreciated as time is running out as it is this VAT quarter that has to be done.

Thanks



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Amanda



Master Book-keeper

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Hi Amanda
Long time no see.

I think you might be our resident QB person so not sure this will help, as I don't use QBO. But just a couple of thoughts from other software. Does it have an 'import' function? Or allow for batch invoices?

If the former, then the software should present you with an import format/template. If there isn't the latter, then best guess would be to try to import just one line of data.You can then interrogate this online to see that it shows up how and when you want it to/correct income codes etc. Out of interest can you do manual backups on this software? Always handy pre a batch import.

Other option, dare I say it, given they are not using QBO for their invoicing (presume it's some form of garage management software.....which one out of interest? Plusis it any good?), do they really need that software? Maybe consider, if the above doesn't work, dropping the data into a package that easily takes the imports such as VT? Or Sage?

One place to consider looking for info re QBO, assuming you've exhausted their help desk, is YouTube videos. Might be something helpful there.

Only other thing, vat on MOTs is outside the scope if they are supplying themselves, rather than Exempt. Subtle difference on the surface, but none of those partial exemption shenanigans (for anyone else reading this).

__________________

Joanne

Winner - Bookkeeper of the Year 2015, 2016 and 2017

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.



Expert

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Hi Joanne,

Thanks for the information, I did actually find an import button last night so I might as you suggest do one line and see if it imports okay, if it does then that will be brilliant! They have a manual invoice system and then they put it on a spread sheet just to keep tabs on who has paid and who owes, eventually we will be getting the invoicing done on QBO, but one step at a time at the moment.

I've never imported anything into QBO, I have done it in Xero once a long time ago and to be honest I thought Xero was cumberson, so I am hoping that QBO will be a lot better. I know they are improving the online softwares all the time so I am keeping my fingers crossed! I don't particulary want to go down the route of an app or a 3rd party piece of software to do the job.

You tube videos is something I am going to look at today, there is bound to be something on there, so thanks for the suggestion.

Many thanks.

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Amanda



Master Book-keeper

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Hi Amanda

Have a look at this, it's not for what you want to do but should give you a rough idea of how to import. It's only two mins long and doesn't sound too complicated.

https://www.youtube.com/watch?v=vciM8A_6Gwo



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John

Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.



Expert

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Hi John,

Thanks for this, I have had a look at it and it is similar to what I managed to do this afternoon. I have managed to import all the customer names etc, I am not a techy person so I am quite pleased with myself for getting this far! Now I need to import all the sales, I think I have nearly done it but it needs tweaking abit, the important thing is it has to be mapped the same way apparently.

I will save a heap of time!

Many thanks,


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Amanda



Master Book-keeper

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Ah good, hope you manage to get the rest sorted.



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John

Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.



Senior Member

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click on sales, invoices then in the top right corner on the button that says new invoice if you clikc on the arrow you can select import invoices. you can download an example csv file to format your file.

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Expert

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Posts: 1948
Date:

Hi Everyone,

Thanks for your replies, I have managed to map it and do 3 months worth of sales from the spread sheet and import it onto QBO! There are a lot of sales per month so I was glad I could do this otherwise I would still be there inputting them manually!

Many thanks,

__________________

Amanda

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