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.Vendors: Contact info, names, addresses, new vendors, etc.Customers: Contact info, names, addresses, new customers, etc.Built into the Importing Tool inside of QBO are 5 areas you can import data into: Know what is able to be imported into QuickBooks Online.When importing into QBO, there are some limitations and also opportunities to consider. So, there are some shortcuts you can use, such as building your lists in Excel and then importing them into QBO.
As with most software, setting up the file for use is the part that takes the longest.
QuickBooks Online (QBO) is a great user friendly environment with anytime, anywhere access and great built-in automation to perform your accounting.
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